Prota Financial
Prota Financial is an SEC-registered mass-market adviser in Houston, TX with $270.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Prota Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283776, SEC 801-125895, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $270.4M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Houston, TX
- Employees
- 13
- Clients
- 673
- CRD
- 283776
- Ownership
- RADULOVICH, MARK; HAYS, BRYAN, C
How much AUM does Prota Financial have?
Prota Financial reported $270.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Prota Financial?
Disclosed owners and executives of Prota Financial include RADULOVICH, MARK, HAYS, BRYAN, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.