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PROCOURSE FIDUCIARY ADVISORS, LLC, CRD 164328
CARMEL, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JEFFREY K PRINCE | n/a | CARMEL, IN | 14 | 15 | 1 | no |
| DOUGLAS GLEN PRINCE | n/a | CARMEL, IN | 14 | 30 | 2 | no |
| Chase Sanders | n/a | CARMEL, IN | 6 | 13 | n/a | no |
| Paul Anthony Donahue | Certified Financial Planner | CARMEL, IN | 6 | 20 | 1 | no |
| Scott Thomas Bilyou | n/a | CARMEL, IN | 0 | 27 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MHB BUSINESS TRUST | SHAREHOLDER VOTING A SHARES | E | yes | 09/2001 | Mar 14, 2023 | Apr 3, 2024 |
| MJ INSURANCE | Owner | E | yes | 12/2021 | Mar 23, 2022 | Apr 3, 2024 |
| MORRISON DANTIN, BREA, NICOLE | CHIEF OPERATIONS OFFICER | Na | yes | 05/2012 | May 24, 2012 | Apr 3, 2024 |
| PRINCE, DOUGLAS, GLEN | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | Na | yes | 05/2012 | May 24, 2012 | Apr 3, 2024 |
| Gross, Bryan, James | CHIEF COMPLIANCE OFFICER | Na | no | 01/2024 | Mar 21, 2024 | Apr 3, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| THE MJ COMPANIES | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 23, 2026 | $5.5B | $1.8B | 11 | 7 | 0 | n/a | n/a |
| 2024 | Mar 20, 2025 | $5.1B | $1.6B | 13 | 7 | 0 | n/a | n/a |
| 2023 | Mar 21, 2024 | $4.4B | $1.3B | 12 | 7 | 0 | n/a | n/a |
| 2022 | Mar 14, 2023 | $3.9B | $1.1B | 14 | 8 | 0 | n/a | n/a |
| 2021 | Mar 23, 2022 | $5.3B | $1.4B | 8 | 8 | 0 | n/a | n/a |
| 2020 | Mar 16, 2021 | $4.9B | $1.1B | 8 | 8 | 0 | n/a | n/a |
| 2019 | Mar 24, 2020 | $4.1B | $875M | 10 | 9 | 0 | n/a | n/a |
| 2018 | Mar 13, 2019 | $3.2B | $501M | 6 | 1 | 1 | n/a | n/a |
| 2017 | Mar 22, 2018 | $3.3B | $549M | 9 | 4 | 1 | n/a | n/a |
| 2016 | Mar 18, 2017 | $2.5B | $396M | 9 | 6 | n/a | n/a | n/a |
| 2015 | Mar 16, 2016 | $2.5B | $321M | 9 | 6 | n/a | n/a | n/a |
| 2014 | Mar 17, 2015 | $2.7B | $329M | 8 | 5 | n/a | n/a | n/a |
| 2013 | Mar 25, 2014 | $2.0B | $49.4M | 8 | 5 | n/a | n/a | n/a |
| 2012 | Feb 6, 2013 | $1.8B | $19.4M | 7 | 4 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 2 | -2 | 40.0% | 0 | 0 | 0 | 0 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.5B | $5.1B | 8.3% | $3.9B | 11.8% | 11 | 13 | 0 | 0 |