{"url":"https://nivawealth.com/firms/prudent-man-advisors-301973","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/301973","regulatoryAum":30592958541,"crd":"301973","secFileNumber":"801-115313","legalName":"Prudent Man Advisors, LLC","displayName":"Prudent Man Advisors","website":null,"founded":null,"organization":"Illinois limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2135 Citygate Lane, 7th Floor","city":"Naperville","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60563"},"tradeNames":["Pma Asset Management, LLC","Ptma Investment Advisors"],"registration":{"secApproved":"2 April 2019","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":157,"advisory":81,"brokerDealerReps":73,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":28560083577,"discretionaryAccounts":491,"nonDiscretionary":2032874964,"nonDiscretionaryAccounts":17,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":7,"regulatoryAum":2399648},{"label":"High-net-worth individuals","clients":8,"regulatoryAum":26236253},{"label":"Pooled investment vehicles","clients":12,"regulatoryAum":27045098232},{"label":"Charitable organizations","clients":8,"regulatoryAum":38183833},{"label":"State or municipal government entities","clients":108,"regulatoryAum":1811928471},{"label":"Other investment advisers","clients":2,"regulatoryAum":48642997},{"label":"Insurance companies","clients":12,"regulatoryAum":422439986},{"label":"Corporations and other businesses","clients":3,"regulatoryAum":1197291203},{"label":"Other","clients":1,"regulatoryAum":737918}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"U.S. Bank National Association","shortName":"U.S. Bank National Association","location":"Cincinnati, OH","smaAssets":2171226141},{"name":"Umb Bank, National Association","shortName":"Umb Bank, National Association","location":"Kansas City, MO","smaAssets":619237921}],"custodyNote":"Prudent Man Advisors has custody of $27.05B for 12 clients.","otherCustodians":[],"leadership":[{"name":"Todd Alton","title":"Chief Executive Officer","crd":"2876968"},{"name":"Ian Voermann","title":"Chief Financial Officer","crd":"7032499"},{"name":"Shannon Seiferth","title":"Interim Chief Compliance Officer/Regulatory Attorney","crd":"8148089"},{"name":"Ron Sharon","title":"Chief Information Security Officer","crd":"8124862"},{"name":"Brandon Swensen","title":"Chief Investment Officer","crd":"4259620"},{"name":"Othneil Waud","title":"Chief Investment Officer Lgips","crd":"2651342"}],"ownership":[{"label":"Public Trust Advisors, LLC","detail":"Managing member in the 75% or more ownership band and a control person, since January 2025."},{"label":"Pma Parent Holdings, LLC","detail":"Indirect owner: a sole member of Ptma Financial Solutions, LLC in the 75% or more band and a control person, since October 2018.","parent":"Ptma Financial Solutions, LLC"},{"label":"Ta Pma Intermediate, LLC","detail":"Indirect owner: a sole member of Pma Parent Holdings, LLC in the 75% or more band and a control person, since February 2024.","parent":"Pma Parent Holdings, LLC"},{"label":"Ta Pma Purchaser, LLC","detail":"Indirect owner: a sole member of Ta Pma Intermediate, LLC in the 75% or more band and a control person, since October 2023.","parent":"Ta Pma Intermediate, LLC"},{"label":"Pma-Pta Holdings, LLC","detail":"Indirect owner: a sole member of Ta Pma Purchaser, LLC in the 75% or more band and a control person, since October 2023.","parent":"Ta Pma Purchaser, LLC"},{"label":"Ta Associates Pma Holdings, LLC","detail":"Indirect owner: a member of Pma-Pta Holdings, LLC in the 25% to 50% band and a control person, since October 2023.","parent":"Pma-Pta Holdings, LLC"},{"label":"Ta Xiv-B Pma Subsidiary Partnership, L.P.","detail":"Indirect owner: a member of Ta Associates Pma Holdings, LLC in the 25% to 50% band and a control person, since October 2023.","parent":"Ta Associates Pma Holdings, LLC"},{"label":"Ta Xiv-B Pma Blocker Corp.","detail":"Indirect owner: a limited partner of Ta Xiv-B Pma Subsidiary Partnership, L.P. in the 75% or more band and a control person, since October 2023.","parent":"Ta Xiv-B Pma Subsidiary Partnership, L.P."},{"label":"Ta Associates Xiv GP, L.P.","detail":"Indirect owner: general partner of Ta Xiv-B Pma Subsidiary Partnership, L.P. and a control person, since October 2023. 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They include 108 state or municipal government entities, 12 pooled investment vehicles and 12 insurance companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Prudent Man Advisors offer?","answer":"Prudent Man Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Prudent Man Advisors use?","answer":"Prudent Man Advisors’ separately managed account assets are held at U.S. Bank National Association (Cincinnati, OH), with $2,171,226,141 and Umb Bank, National Association (Kansas City, MO), with $619,237,921. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Prudent Man Advisors have?","answer":"Prudent Man Advisors has 28 investment adviser representatives registered with state securities authorities, out of 157 employees, and 81 perform investment advisory functions. 73 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Prudent Man Advisors invest in?","answer":"At the end of its last fiscal year, Prudent Man Advisors’ separately managed accounts held 42% U.S. government and agency bonds, 22% cash and equivalents, 21% investment grade corporate bonds, 8% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 3% state and local bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Prudent Man Advisors?","answer":"Prudent Man Advisors is owned through a trust by Ta Xiv-B, L.P., Ta Xiv-A, L.P. and Donald Edwards. Its direct owner is Public Trust Advisors, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Prudent Man Advisors get paid?","answer":"Prudent Man Advisors is paid through a percentage of assets under management. 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