C2P CAPITAL ADVISORY GROUP, LLC

PROSPERITY CAPITAL ADVISORS
WESTLAKE, Ohio·11 registered advisors·CRD# 156480
SEC# 801-7218737888-240-0064
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
202
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at C2P CAPITAL ADVISORY GROUP, LLC

11 registered advisors
Clinton Shane Pelfrey
WESTLAKE, Ohio
David Matthew Alison
WESTLAKE, Ohio
Dennis Robert Kyle
WESTLAKE, Ohio
Jason L Smith
WESTLAKE, Ohio
Jennifer Ann Mackert
WESTLAKE, Ohio
Jennifer Rechlitz Relien
WESTLAKE, Ohio
Juan Pablo Terra
WESTLAKE, Ohio
Luke W Ripienski
WESTLAKE, Ohio
Ryan J Warner
WESTLAKE, Ohio
Ryan Patrick Asher
WESTLAKE, Ohio
Stoyan Petev Petev
WESTLAKE, Ohio
05

Office Locations

WESTLAKE, Ohio
11 advisors

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Data sourced from SEC Form ADV filings. C2P CAPITAL ADVISORY GROUP, LLC (CRD# 156480) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.