What departments does Prosperity Capital Advisors have?

Prosperity Capital Advisors has employees across 3 departments including Finance, Sales, Analytics.

What is the largest department at Prosperity Capital Advisors?

The largest department at Prosperity Capital Advisors is Finance with 2 employees.

Where are Prosperity Capital Advisors employees located globally?

Prosperity Capital Advisors has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Prosperity Capital Advisors's team size changed over time?

Prosperity Capital Advisors's team has decreased from approximately 19 to 18 employees based on available data.

Prosperity Capital Advisors Employee Directory

Financial ServicesOhio, United States11-50 Employees

Prosperity Capital Advisors is a financial services firm that emphasizes holistic wealth management and financial planning as the foundation for helping clients reach their objectives. It provides one-on-one fiduciary guidance and supports a team of specialists—including CFP-certified planners, tax professionals, and insurance advisors—who collaborate behind the scenes to develop customized plans. The company aims to keep financial products and portfolios as tools aligned with broader goals, identifying gaps and inefficiencies within a cohesive strategy.

Headquartered in Westlake, Ohio, Prosperity Capital Advisors positions itself within the wealth-management sector by integrating planning with investment guidance. It serves individual investors and advisory practices seeking a unified, plan-driven approach to navigating complex financial challenges. In 2026, the firm was recognized as an Excellence Awardee at the InvestmentNews Awards.

Prosperity Capital Advisors Global Highlights

North America
26

United States Of America
26

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Prosperity Capital Advisors's Leadership

L. R.
Chief Compliance Officer
Mobile Phone
Email
C. P.
President & Chief Investment Officer - Institutional Asset Management
Mobile Phone
Email
J. D. G.
President Owner
Mobile Phone
Email
D. A.
President | Founding Partner | Chair Of Investment Commitee
Mobile Phone
Email
J. M. C.
Partner
Mobile Phone
Email
D. C.
Partner And Financial Advisor
Mobile Phone
Email
D. A.
Founding Partnerchief Sales Officer
Mobile Phone
Email
L. M. C.
Holistic Advisor
Mobile Phone
Email

Prosperity Capital Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Entrepreneurship
Legal
Accounting
Other
Community & Social Services

Contact profiles from Prosperity Capital Advisors

Name

Title

Contact Info

Location

Last Update

J. M. C.
Partner
Mobile Phone
Email
United StatesNew York
Mar 24, 2026
L. R.
Chief Compliance Officer
Mobile Phone
Email
Sep 08, 2025
C. P.
President & Chief Investment Officer - Institutional Asset Management
Mobile Phone
Email
United StatesMaryland
May 11, 2026
D. C.
Partner And Financial Advisor
Mobile Phone
Email
Aug 07, 2025
D. A.
Founding Partnerchief Sales Officer
Mobile Phone
Email
Oct 17, 2024
J. D. G.
President Owner
Mobile Phone
Email
Oct 22, 2024
L. M. C.
Holistic Advisor
Mobile Phone
Email
United StatesNorth Carolina
Sep 08, 2025
B. K.
Registered Representative
Mobile Phone
Email
United StatesIowa
Apr 15, 2026
C. E. C.
Planning Analyst
Mobile Phone
Email
United StatesKansas
Feb 17, 2025
L. B.
Client Service Representative
Mobile Phone
Email
United StatesKansas
Sep 11, 2024

Frequently Asked Questions

What is Prosperity Capital Advisors known for?

Prosperity Capital Advisors was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 30400 Detroit Road Suite 201 Westlake, Ohio United States; you can contact the main corporate office by phone at

+1-888-240-****

. Explore Prosperity Capital Advisors's company overview page for more information.

What is Prosperity Capital Advisors's most common email format?

Prosperity Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prosperity Capital Advisors email formats with LeadIQ.

How many employees does Prosperity Capital Advisors have currently?

Prosperity Capital Advisors has approximately 24 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Prosperity Capital Advisors's key employees and leadership?

As of May 2026, Prosperity Capital Advisors's key employees include:

Chief Compliance Officer: L. R.
President & Chief Investment Officer - Institutional Asset Management: C. P.
President Owner: J. D. G.
President | Founding Partner | Chair Of Investment Commitee: D. A.
Partner: J. M. C.

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Prosperity Capital Advisors Employee Directory

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