The Prosperity Consulting Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1,000 clients last fiscal year.
The Prosperity Consulting Group reports 2,412 clients. They include 1,374 individual clients, 995 high-net-worth individuals, and 19 corporations and other businesses. Of its assets, 99.8% ($5.03B across 7,468 accounts) are managed with discretion; $8.78M across 5 accounts are not. It advised 209 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 15% |
| High-net-worth individuals | 41% | 84% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,374 | $741M | 14.7% | $540K |
| High-net-worth individuals | 995 | $4.23B | 84.0% | $4.25M |
| Pension and profit-sharing plans | 10 | $6.88M | 0.1% | $688K |
| Charitable organizations | 14 | $24.8M | 0.5% | $1.77M |
| Corporations and other businesses | 19 | $34.9M | 0.7% | $1.84M |
| Total | 2,412 | $5.04B | 100% | $2.09M |
- Clients
- 1,374
- Regulatory AUM
- $741M
- AUM share
- 14.7%
- Avg. per client
- $540K
- Clients
- 995
- Regulatory AUM
- $4.23B
- AUM share
- 84.0%
- Avg. per client
- $4.25M
- Clients
- 10
- Regulatory AUM
- $6.88M
- AUM share
- 0.1%
- Avg. per client
- $688K
- Clients
- 14
- Regulatory AUM
- $24.8M
- AUM share
- 0.5%
- Avg. per client
- $1.77M
- Clients
- 19
- Regulatory AUM
- $34.9M
- AUM share
- 0.7%
- Avg. per client
- $1.84M
Total
- Clients
- 2,412
- Regulatory AUM
- $5.04B
- AUM share
- 100%
- Avg. per client
- $2.09M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 209
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
The Prosperity Consulting Group charges 0.10%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Hourly up to $550 (minimum one hour) or a negotiable fixed fee; Guidebook planning typically starts at $5,000.
Eag Wealth Management Strategies, LLC owns 75% or more of The Prosperity Consulting Group and is in turn owned by Eisner Advisory Group, LLC (75% or more). The leadership team of The Prosperity Consulting Group includes President Jeffrey Lenhart, Chief Investment Officer Brian Katz and Chief Operating Officer Cassity Wingenbach. It has 82 employees, 60 of them in advisory roles.
Leadership
- Jeffrey LenhartPresident
- Cassity WingenbachChief Operating Officer
- Donna GestlCCO
- Brian KatzChief Investment Officer
Investment adviser representatives
65 representatives listed in the SEC register as of 9 October 2026.
- Peter Adams
- Nathan James Ahlberg
- Erin Ansalvish
- Christopher Barrett
- Alan Craig Bolotin
- Jared S Bolotin
- Micah Bolotin
- Ana Paola Bou- Goldsmith
- Elizabeth Broadway
- Nancy Burns Brzozowski
- Adam Eli Barton Buchanan
- Nancy Lydon Campbell
- Heather Lynn Dean
- Joseph Michael DeMartinis
- Melanie Epstein Denk
- Joseph Lee England
- Alysa Vanessa Enriquez
- Jaime Facchino
- Evelyn Khachikian Fernandez
- Robert Fradella
- Wendy Carlson Frame
- Carey Carl Gertler
- Donna Carol Gestl
- Joseph A Granahan
- Alan Bruce Gubernick
- Timothy Craig Gupton
- Jermaine Guthrie
- Lawrence Hamilton
- Donald Nathan Hoffman
- Matthew Thomas Hynes
- Brian William Katz
- Steven Daniel Katzenstein
- Keon Kristofor Khamsehpour
- Andrew Kuhl
- Eric Van Le
- Jeffrey Thomas Lenhart
- John Mark Livingston
- Cameron MacKoul
- Robert Brooks Malone III
- Sabrina Mangual
- Michele L Martin
- Merryll Dyan McElwain
- Jennifer Allyn McKinnon
- Hal Joel Michels
- Peter Leo Murphy
- Timothy Scott Naylor
- Robert Oakes
- Allan Michael Peiser
- Arthur Kent Pittman
- Lauren Michelle Rebbel
- Sean Reitenbach
- Cheryl Lynne Rhew
- Patrick Joseph Rogers
- Vincent Lewis Ruud
- Robert Brian Scanlon
- Brian Joseph Schad
- Matthew Schanz
- Marc Scudillo
- Lawrence Seigelstein
- Justin Paul Shure
- Jennifer Siraco
- William Paul St.clair
- Brian Lee Thorkelson
- Ryan Dennis Tyrell
- Cassity Nicole Wingenbach
Staff
- 82 employees
- 60 in advisory functions
- 65 state-registered reps
- 49 broker-dealer reps
- 31 insurance agents
- 22 soliciting firms
- Owns 75% or more of The Prosperity Consulting Group, LLC
Eag Wealth Management Strategies, LLC
Control person · since October 2022
- Owns 75% or more of Eag Wealth Management Strategies, LLC
Eisner Advisory Group, LLC
Control person · since October 2022
- Owns 75% or more of Eisner Advisory Group, LLC
Eisner Advisory Holdco LLC
Control person · since October 2022
- Owns 75% or more of Eisner Advisory Holdco LLC
Eag Inc.
Control person · since October 2022
- Owns 75% or more of Eag Inc.
Eag Sub Intermediate Holdings, Inc.
Control person · since October 2022
- Owns 75% or more of Eag Sub Intermediate Holdings, Inc.
Eag Top Intermediate Holdings, Inc.
Control person · since October 2022
- Owns 75% or more of Eag Top Intermediate Holdings, Inc.
Eag Holdings L.P.
Control person · since October 2022
- Owns 25% to 50% of Eag Holdings L.P.
TB Project Ledger, L.P.
Control person · since March 2026
TB Project Ledger GP, L.P.
General partner · Control person · since March 2026
Eag GP, LLC
General partner · Control person · since October 2022
- Owns 10% to 25% of The Prosperity Consulting Group, LLC
Prosperity C Corp
Control person · since October 2022
The Prosperity Consulting Group’s regulatory assets grew 15.1× from $335M (June 2021) to $5.04B (August 2026); clients rose from 416 to 2,412 and employees from 13 to 82. Between 2024 and 2025, 2 advisory firms joined it. The most recent was Bolotin Financial Group, in September 2025.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $5.04B | 2,412 | 82 | 15 |
| July 2026 | $3.2B | 1,896 | 66 | 14 |
| May 2025 | $2.91B | 1,811 | 51 | 10 |
| February 2024 | $1.07B | 848 | 38 | 8 |
| February 2022 | $386M | 458 | 16 | 3 |
| June 2021 | $335M | 416 | 13 | 3 |
Firms that joined
20251 joined
- Bolotin Financial GroupNo filed AUM
20241 joined
- HPG Wealthcare Advisors (wealth management practice of Hughes Pittman & Gupton, Raleigh, NC)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, The Prosperity Consulting Group has 14 offices (2 private residences, listed without an address), with 13 listed addresses across 9 states.
Florida · 3 listed addresses
- 13099 S. Cleveland Avenue, Fort Myers
- 505 South Flagler Drive, West Palm Beach
- 900 South Pine Island Road, Fort Lauderdale
California · 2 listed addresses
- 225 S Lake Avenue, Pasadena
- 4225 Executive Square, La Jolla
New Jersey · 2 listed addresses
- 305 Fellowship Road, Mount Laurel
- 111 Wood Avenue South, Iselin
Maryland · 1 listed address
- 10065 Red Run Boulevard, Suite 200, Owings MillsHQ
Massachusetts · 1 listed address
- 115 Federal Street, Boston
Minnesota · 1 listed address
- 2501 S. Wayzata, Minneapolis
New York · 1 listed address
- 733 Third Avenue, New York
North Carolina · 1 listed address
- 1500 Sunday Drive, Raleigh
Pennsylvania · 1 listed address
- 130 N. 18th Street, Philadelphia
Contact and registration details
- Legal name
- The Prosperity Consulting Group, LLC
- Headquarters
- 10065 Red Run Boulevard, Suite 200, Owings Mills, MD 21117
- Website
- prosperityconsult.com
- Phone
- 410-363-7211
- @prosperityea
- SEC file
- 801-96321
- Founded
- 2005
- Structure
- Delaware LLC
- Fiscal year end
- July
The Prosperity Consulting Group uses Charles Schwab ($4.8B) as custodian for its separately managed accounts. The Prosperity Consulting Group has custody of $2.43B in client assets for 2,010 clients.
- Charles SchwabCharles Schwab & Co · Orlando, FL · $4.8B100%
At year end, The Prosperity Consulting Group’s separately managed accounts were mostly in funds (69%) and stocks (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.64B across 636 positions; the largest are iShares TR (12.3%), iShares TR (4.5%) and Invesco Qqq TR (3.5%).
What the accounts hold
- Stocks19%
- Funds69%
- Bonds6%
- State and local bonds4%
- Investment grade corporate bonds2%
- Cash6%
Reported 13F holdings
- $2.64B
- Reported 13F value
- 636
- Positions
- 37.9%
- In the 10 largest
- +17.6%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF12.3%
- iShares TR · MSCI Eafe ETF4.5%
- Invesco Qqq TR · Unit Ser 13.5%
- Apple Inc.3.1%
- J P Morgan Exchange Traded F · Equity Premium3.0%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF2.7%
- iShares TR · Rus Tp200 GR ETF2.7%
- Vanguard World FD · Mega Cap Val ETF2.4%
- Select Sector SPDR TR · ST Str Techn ETF1.8%
- iShares TR · Eafe Value ETF1.8%
Together, the ten largest are 37.9% of reported value.
How many clients does The Prosperity Consulting Group have?
The Prosperity Consulting Group has 2,412 clients and manages $5.04 billion for them, as of August 2026. They include 1,374 individual clients, 995 high-net-worth individuals, and 19 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does The Prosperity Consulting Group offer?
The Prosperity Consulting Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does The Prosperity Consulting Group charge?
The Prosperity Consulting Group charges 0.10%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does The Prosperity Consulting Group use?
The Prosperity Consulting Group’s separately managed account assets are held at Charles Schwab & Co (Orlando, FL), with $4.8B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026
How many financial advisors does The Prosperity Consulting Group have?
The Prosperity Consulting Group has 65 investment adviser representatives registered with state securities authorities, out of 82 employees, and 60 perform investment advisory functions. 49 employees are registered representatives of a broker-dealer and 31 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Prosperity Consulting Group invest in?
At the end of its last fiscal year, The Prosperity Consulting Group’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 6% cash and equivalents, 4% state and local bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Prosperity Consulting Group?
The Prosperity Consulting Group’s direct owners are Eag Wealth Management Strategies, LLC (75% or more) and Prosperity C Corp (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does The Prosperity Consulting Group get paid?
The Prosperity Consulting Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is The Prosperity Consulting Group registered with the SEC?
Yes, The Prosperity Consulting Group has been registered with the SEC as an investment adviser since 18 May 2015. Its CRD number is 133777 and its SEC file number is 801-96321.
Source: Form ADV Part 1A, Item 1, filed 28 August 2026; IAPD firm record
How do I contact The Prosperity Consulting Group?
The Prosperity Consulting Group’s main office is at 10065 Red Run Boulevard, Suite 200, Owings Mills, MD 21117. Its phone number is 410-363-7211. Its website is prosperityconsult.com.