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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PROSSIMO ADVISORS LLC

CRD 289347

SAN LUIS OBISPO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d373e1f-21e2-93f2-f64f-82f3fbc4e24f

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 1
Observed: Jul 18, 2017 to Mar 26, 2026
15 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Prossimo Advisors LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $239MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $239M
Private client RAUM: $203MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $59.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 101
High net worth clients: 26
SEC number: 801-118685
CRD: 289347
Filings on the tape: 15
First filed: Jul 18, 2017
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, CA
Website: prossimoadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JERRY TODD MIROLLA	n/a	SAN LUIS OBISPO, CA	8	42	n/a	no
PAUL PETER BIANCHI	n/a	SAN LUIS OBISPO, CA	7	27	4	no
Katelyn Blaire Hunter	n/a	SAN LUIS OBISPO, CA	7	15	n/a	no
Ann Marie Poletti	n/a	SAN LUIS OBISPO, CA	1	21	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Hunter, Katelyn, Blaire	CHIEF COMPLIANCE OFFICER	D	yes	05/2019	Apr 8, 2020	Mar 27, 2024
MIROLLA, JERRY, TODD	MANAGING DIRECTOR	D	yes	07/2017	Jul 18, 2017	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JERRY TODD MIROLLA	n/a	n/a	n/a	Y	yes	n/a
KATELYN BLAIRE HUNTER	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$239M	$239M	4	4	n/a	n/a
2024	Mar 28, 2025	$196M	$196M	4	4	n/a	n/a
2023	Mar 27, 2024	$175M	$175M	4	3	n/a	n/a
2022	Mar 29, 2023	$153M	$153M	4	3	n/a	n/a
2021	Mar 29, 2022	$181M	$181M	4	3	n/a	n/a
2020	Mar 30, 2021	$138M	$138M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$239M	$196M	21.5%	$153M	16.1%	4	4	0	0

Relationships

Registered with (4)

← Ann Marie PolettiAdvisorregistration: current employment
Mar 2, 2025 to presentfactForm ADV
← Katelyn Blaire HunterAdvisorregistration: current employment
May 17, 2019 to presentfactForm ADV
← PAUL PETER BIANCHIAdvisorregistration: current employment
Apr 11, 2019 to presentfactForm ADV
← JERRY TODD MIROLLAAdvisorregistration: current employment
Dec 6, 2017 to presentfactForm ADV

Controls (2)

← MIROLLA, JERRY, TODDOwnerMANAGING DIRECTOR, ownership code D, individual
Jul 18, 2017 to Mar 27, 2024factForm ADV
← Hunter, Katelyn, BlaireOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Apr 8, 2020 to Mar 27, 2024factForm ADV

Dated events

Occurred
Apr 8, 2020
Control person joined
Blaire Katelyn Hunter (Chief Compliance Officer) appeared on Schedule A of Prossimo Advisors Llc
Form ADVobserved 5 days ago
Occurred
Jul 18, 2017
First Form ADV filing
Prossimo Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d373e1f-21e2-93f2-f64f-82f3fbc4e24f
First observed: Jul 18, 2017
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PROSSIMO ADVISORS LLC

CRD 289347

SAN LUIS OBISPO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d373e1f-21e2-93f2-f64f-82f3fbc4e24f

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JERRY TODD MIROLLA

n/a

SAN LUIS OBISPO, CA

n/a

PAUL PETER BIANCHI

n/a

SAN LUIS OBISPO, CA

Katelyn Blaire Hunter

n/a

SAN LUIS OBISPO, CA

n/a

Ann Marie Poletti

n/a

SAN LUIS OBISPO, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Hunter, Katelyn, Blaire

CHIEF COMPLIANCE OFFICER

yes

05/2019

Apr 8, 2020

Mar 27, 2024

MIROLLA, JERRY, TODD

MANAGING DIRECTOR

yes

07/2017

Jul 18, 2017

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JERRY TODD MIROLLA

n/a

yes

n/a

KATELYN BLAIRE HUNTER

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$239M

n/a

2024

Mar 28, 2025

$196M

n/a

2023

Mar 27, 2024

$175M

n/a

2022

Mar 29, 2023

$153M

n/a

2021

Mar 29, 2022

$181M

n/a

2020

Mar 30, 2021

$138M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$239M

$196M

21.5%

$153M

16.1%