C2P CAPITAL ADVISORY GROUP, LLC

CRD

156480

SEC file #

801-72187

EIN

274633600

DBA names

Prosperity Capital Advisors

Economics

AUM

$4.39B

AUM band

$1B+

AUM trajectory

'20 · $937.0M

'21 · $1.22B

'22 · $1.68B

'23 · $1.77B

'25 · $3.68B

'26 · $4.39B

'20'26

$937.0M → $4.39B▲ +368%

sec adv history

Client mix

Individuals Other	6,479
Individuals High Net Worth	990
Pension Profit Sharing Plans	29
Corporations	25
Charitable Organizations	24

Operations

Employees (total)

244

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 40 advisors

'21 · 49 advisors

'22 · 47 advisors

'23 · 54 advisors

'25 · 102 advisors

'26 · 98 advisors

'20'26

40 advisors → 98 advisors▲ +145%

sec adv history

Primary office

WESTLAKE OH

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/23/2026

facebook.com/prosperitycapitaladvisors(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

C2P ENTERPRISES, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

C2P ENTERPRISES, LLC

ALISON, DAVID, MATTHEW

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:c2p.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

69,222

Form 5500 Compensation Trajectory 3y

2025

69,222

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

69,222

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001965756

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-02-14

Edgar Last Filing Date

2026-04-09

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-09

Accession0001172661-26-001426

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	10
E*trade	4
Fidelity	3
Northern Trust	2

adv brochure

Edgar Addresses

Mailing

30400 DETROIT ROAD, SUITE 201WESTLAKE, OH 44145

Business

30400 DETROIT ROAD, SUITE 201WESTLAKE, OH 44145

Edgar EIN

274633600

Edgar Recent Filings

13F-HR2026-04-09 · 0001172661-26-001426

13F-HR2026-01-20 · 0001172661-26-000223

Firm Has Custody

Mailing Office Differs

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (57)

ALISON, DAVID, MATTHEW

5425119

SMITH, JASON, L

IAR · Executive Officer · 2.5%

5738415

KALEM Joseph MACKEY

STANLEY DONALD MILOVANCEV

4489496

2708228

LUKE W RIPIENSKI

4563278

Seitz, Matt, R

8099246

TERRA, JUAN, PABLO

5975010

RYAN PATRICK ASHER

7175902

STOYAN PETEV PETEV