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Prosperity Capital Advisors

EST. AUM
$3,684,966,200

CONTACTS
5

CLIENT ACCOUNTS
14,823

Firm Details

Metro area Cleveland
CRD Number 156480
Website prosperitycapitaladvisors.com
Client types

Overview

C2P Capital Advisory Group, LLC ("PCA") is a registered investment adviser headquartered in Westlake, Ohio, and has been registered with the U.S. Securities and Exchange Commission since 2011. Operating under the trade name PCA, the firm offers a broad spectrum of financial planning and investment advisory services through its team of Investment Adviser Representatives (IARs). Led by CEO Jason L Smith and President David Alison, PCA delivers comprehensive financial planning, discretionary investment management, sub-advisory, and consulting services. The firm supports individual clients, financial institutions, and independent advisors by providing tailored financial solutions rooted in fiduciary standards and investment best practices.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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