DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Prossimo Advisors LLC
Why this class: Prossimo Advisors' own site calls it a multi-family office serving high net-worth individuals and families..
Verified Sep 13, 2026 (4 days ago)
Last observed Sep 14, 2026 · 84 observations · 5 sources
3 people · 0 investments · 24 public positions · 25 events
Identity
90
high
Data depth
65
high
Freshness
100
high
Active deployment
0
low
Direct investing
0
low
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
55
elevated
Mandate confidence
0
low
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- Prossimo Advisors, LLC is a multi-family office that provides individualized, objective, and proactive solutions to the complex financial and personal circumstances that surround high net-worth individuals and families. We exist to plan, implement, and oversee each client’s tailored investment and planning objectives.
- Headquarters
- San Luis Obispo, CA
- Office address
- 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA, 93401
- Business phone
- 805-548-2800
- Website
- prossimoadvisors.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $16.4M. Regulatory AUM $239M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $239M as of Mar 26, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since May 11, 2020 · 4 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: n/a ($1.3M); Corporations: n/a ($17.2M); Pension plans: n/a ($3.9M); Charitable organizations: n/a ($14.3M); High net worth individuals: 26 ($202M)Fact
- Form 13F
- $16.4M across 24 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Multi-family office 90%Prossimo Advisors' own site calls it a multi-family office serving high net-worth individuals and families.Factverifiedprossimoadvisors.com“Prossimo Advisors, LLC is a multi-family office that provides individualized, objective, and proactive solutions”
- Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
- Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services')Inference
Family and wealth origin
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Jerry Todd Mirolla | Managing Director | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Ashleigh Swayze | Counsel | Operations and finance | phone: 646-395-3900 (published by the subject, Mar 13, 2026) phone: 6463953900 (published by the subject, Apr 21, 2026) | sec.gov Fact |
| Katelyn Blaire Hunter | Chief Compliance Officer | Operations and finance | email: khunter@prossimoadvisors.com (published by the subject) | reports.adviserinfo.sec.gov Fact |
Office contact points
Office address: 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA, 93401 (published by the subject) sec.gov
Investment mandate
inferred only: public equity book 16441546.0
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $16.4M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
Top 24 positions of 24 for the quarter ended Mar 31, 2026; $16.4M shown of $16.4M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.1M | 5,255 | 19.1% |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 4,254 | 12.4% |
| ISHARES TR | IBOXX HI YD ETF | $1.1M | 13,199 | 6.4% |
| NVIDIA CORPORATION | COM | $1.0M | 5,760 | 6.1% |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $990,784 | 21,554 | 6.0% |
| MICROSOFT CORP | COM | $836,932 | 2,261 | 5.1% |
| ISHARES TR | ISHS 5-10YR INVT | $736,831 | 13,845 | 4.5% |
| SCHWAB STRATEGIC TR | US TIPS ETF | $612,030 | 23,000 | 3.7% |
| ISHARES TR | ULTRA SHORT DUR | $573,474 | 11,329 | 3.5% |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $569,261 | 11,248 | 3.5% |
| ISHARES TR | CORE S&P500 ETF | $558,495 | 855 | 3.4% |
| CINTAS CORP | COM | $542,939 | 3,210 | 3.3% |
| APPLE INC | COM | $501,489 | 1,976 | 3.1% |
| LPL FINL HLDGS INC | COM | $391,079 | 1,300 | 2.4% |
| JACOBS SOLUTIONS INC | COM | $381,840 | 3,000 | 2.3% |
| ISHARES INC | MSCI EURZONE ETF | $366,820 | 5,856 | 2.2% |
| ALPHABET INC | CAP STK CL A | $328,106 | 1,141 | 2.0% |
| JPMORGAN CHASE & CO | COM | $316,810 | 1,077 | 1.9% |
| AMAZON COM INC | COM | $297,826 | 1,430 | 1.8% |
| BROADCOM INC | COM | $267,417 | 864 | 1.6% |
| JOHNSON & JOHNSON | COM | $257,640 | 1,054 | 1.6% |
| AB ACTIVE ETFS INC | INTL LOW VOLATLT | $242,479 | 5,684 | 1.5% |
| BANK AMERICA CORP | COM | $225,956 | 4,635 | 1.4% |
| AB ACTIVE ETFS INC | EMERGING MKTS OP | $209,898 | 4,790 | 1.3% |
Changes between the last two quarters
- Mar 31, 2026 Prossimo Advisors, LLC opened a $2,038,517 position in Berkshire Hathaway Inc Del (4,254 shares) sec.gov
- Mar 31, 2026 Prossimo Advisors, LLC opened a $3,140,267 position in Vanguard Index Fds (5,255 shares) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC reduced Amazon Com Inc 24,633 -> 2,961 shares ($5,404,000 -> $650,147) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC reduced Apple Inc 32,484 -> 2,757 shares ($6,664,000 -> $702,015) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC reduced Home Depot Inc 6,643 -> 718 shares ($2,435,000 -> $290,926) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC reduced Jpmorgan Chase & Co. 8,831 -> 1,049 shares ($2,561,000 -> $330,886) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC exited Cintas Corp (was $2,100,000, 9,423 shares) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC exited Costco Whsl Corp New (was $3,776,000, 3,814 shares) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC exited Mastercard Incorporated (was $2,038,000, 3,627 shares) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC exited Walmart Inc (was $2,057,000, 21,038 shares) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC reduced Microsoft Corp 19,904 -> 1,981 shares ($9,901,000 -> $1,026,059) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC reduced Visa Inc 18,437 -> 1,068 shares ($6,546,000 -> $364,594) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC reduced Nvidia Corporation 40,092 -> 8,609 shares ($6,334,000 -> $1,606,267) sec.gov
- Sep 30, 2025 Prossimo Advisors, LLC reduced Alphabet Inc 29,683 -> 1,586 shares ($5,231,000 -> $385,557) sec.gov
- Jun 30, 2025 Prossimo Advisors, LLC reduced Cintas Corp 14,904 -> 9,423 shares ($3,063,000 -> $2,100,000) sec.gov
- Jun 30, 2025 Prossimo Advisors, LLC reduced Vanguard Index Fds 12,393 -> 5,263 shares ($2,309,000 -> $1,026,000) sec.gov
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedProssimo Advisors LLC: CONFIRMED_MFO -> CONFIRMED_MFO (Prossimo Advisors' own site calls it a multi-family office serving high net-worth individuals and families.)ClassificationFactprossimoadvisors.com
- Sep 11, 2026Classification changedProssimo Advisors LLC: OUTSOURCED_FAMILY_OFFICE -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))ClassificationFactno URL
- Sep 11, 2026Office discoveredProssimo Advisors LLC found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 84 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (3 days)
Contactability
+15 named decision-makers (Jerry Todd Mirolla (Managing Director))
+10 verified business emails (1)
+20 verified business phones (3)
+10 office address
Data confidence
+10 website
+10 description
+10 people
+5 public holdings
+10 regulatory record
+20 independent sources (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (5 sources)
+30 analyst-verified
Research priority
+12 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($238,503,090)
+8 multi-family office
+0 rank (719)
Mandate confidence
no components; scored 0
Identity confidence
+90 classification (CONFIRMED_MFO (Prossimo Advisors' own site calls it a multi-family office serving high net-worth individuals and families.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 filed a 13F for a recent quarter (the entity operates; not deployment)
+25 a source-dated fact within 12 months (3 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | services_description | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-26 | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | Prossimo Advisors LLC | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | FAMILY OFFICE SERVICES | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | portfolio_management_individuals,selection_of_other_advisers,other | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2020-05-11 | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Branch offices | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | 805-548-2800 | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 26 | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":null,"raum_usd":1282849,"fewer_than_5":false},"corporations":{"clients":null,"raum_usd":17197163,"fewer_than_5":false},"pension_plans" | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | Prossimo Advisors, LLC is a multi-family office that provides individualized, objective, and proactive solutions to the complex financial and personal circumstances that surround high net-worth individuals and families. We exist to plan, implement, and oversee each client’s tailored investment and planning objectives. | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Description | Prossimo Advisors, LLC is a multi-family office that provides individualized, objective, and proactive solutions to the complex financial and personal circumstances that surround high net-worth individuals and families. We exist to plan, implement, and oversee each client’s tailored investment and planning objectives. | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Description | Prossimo Advisors, LLC is a multi-family office that provides individualized, objective, and proactive solutions to the complex financial and personal circumstances that surround high net-worth individuals and families. We exist to plan, implement, and oversee each client’s tailored investment and planning objectives. | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Employees | 4 | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Filing address | 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA, 93401 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA, 93401 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA, 93401 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA, 93401 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA, 93401 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA, 93401 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 24 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 36 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 31 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 144 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 134 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 135 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $16.4M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $15.5M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $13.6M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $125M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $133M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $138M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Luis Obispo, CA | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Luis Obispo, CA | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | San Luis Obispo, CA | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Luis Obispo, CA | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Luis Obispo, CA | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Luis Obispo, CA | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Luis Obispo, CA | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Legal form | Limited Liability Company | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | 1150 OSOS STREET, SUITE 208, San Luis Obispo, CA, 93401 | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | multi_family_office | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Office type (stated) | multi_family_office “Prossimo Advisors, LLC is a multi-family office that provides individualized, objective, and proactive solutions” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) prossimoadvisors.com | Fact |
| Office type (stated) | multi_family_office | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Office type (stated) | multi_family_office | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Private funds advised | 0 | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 101 | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $202M | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $239M | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 2 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Team page url | https://www.prossimoadvisors.com/our-team | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Team page url | https://www.prossimoadvisors.com/our-team | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Team page url | https://www.prossimoadvisors.com/our-team | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Website | prossimoadvisors.com “office website prossimoadvisors.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) prossimoadvisors.com | Fact |
| Website | prossimoadvisors.com | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Website title | Prossimo Advisors | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Website title | Prossimo Advisors | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |
| Website title | Prossimo Advisors | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) prossimoadvisors.com | Fact |