Prairie Advisory, Llc
- Regulatory AUM
- $554M
- Discretionary
- $554M
- Clients
- 625
- Avg AUM / client
- $887K
- Accounts
- 1,500
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 625 | $554M | 100.0% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Emily Susan Wilborn | Registered representative | CFA | Feb 2026 (1y) | |
| James David Fair | Registered representative | Feb 2026 (1y) | ||
| Marc A Wilborn | Registered representative | Feb 2026 (1y) | ||
| Matthew Philip Paschang | Registered representative | Feb 2026 (1y) | ||
| Peggy L Bruce | Registered representative | Feb 2026 (1y) | ||
| Philip James Paschang | Registered representative | CFP Chartered Financial Consultant | Feb 2026 (1y) | |
| Stephen Michael Burns | Registered representative | Feb 2026 (1y) | ||
| Wesley Lowell Hazelrigg | Registered representative | Feb 2026 (1y) | ||
| Christopher Lee Brungardt | Registered representative | Apr 2026 (0y) | ||
| Zachary Easley | Registered representative | Jun 2026 (0y) |
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) | 06/16/2026 | 971 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $322M (58% of AUM) Aug 2026
- Charles Schwab & Co. $233M (42% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 26, 2026.
View current Form ADV (SEC/IAPD) ↗