Wealth Manager
    SEC Registered

    Prism Financial Group, L.L.C.

    Registered investment advisor · Overland Park, Kansas · CRD #112315

    Assets Under Management
    $1.7B
    Client Accounts
    2,474
    Employees
    9
    CRD Number
    112315
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Prism Financial Group, L.L.C.

    Prism Financial Group, L.L.C. is an independent advisory firm offering comprehensive financial planning and investment advice on a fee-for-service basis, with a focus on individualized strategies and a team-based approach. They provide transparent, tailored solutions for both business and individual clients, emphasizing long-term growth and risk management.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Prism Financial Group, L.L.C.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Prism Financial Group, L.L.C.'s AUM?

    Prism Financial Group, L.L.C. reports approximately $1.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Prism Financial Group, L.L.C. headquartered?

    Prism Financial Group, L.L.C. is headquartered in Overland Park, Kansas.

    What is Prism Financial Group, L.L.C.'s CRD number?

    Prism Financial Group, L.L.C.'s CRD number is 112315. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Prism Financial Group, L.L.C. manage?

    Prism Financial Group, L.L.C. manages approximately 2,474 client accounts according to its latest SEC filing.

    Is Prism Financial Group, L.L.C. SEC registered?

    Yes, Prism Financial Group, L.L.C. is registered with the SEC as an investment adviser.

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