Prym Advisors Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 300090
· Fort Lauderdale, FL
· www.prymadvisors.com
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ADV data as of Jun 08, 2026
- Regulatory AUM
- $76.4M
- Discretionary
- $730K
- Clients
- 72
- Avg AUM / client
- $1.1M
- Accounts
- 86
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 48 | $13.2M | 17.2% |
| High net worth individuals | 23 | $51.3M | 67.1% |
| Banking or thrift institutions | 1 | $12.0M | 15.7% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Juan David Hernandez Quijano | Registered representative | Nov 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗