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Thomas Edward Knowlton

Investment adviser representative at Prospera Capital Management, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$343.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Prospera Capital Management, LLCJul 2024 to now
  2. Luminvest Wealth Management LLCMar 2024 to Jun 2026
  3. The Vanguard Group, Inc.Feb 2006 to Mar 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Prospera Capital Management, LLC

$343.9MAssets managed
44Clients
4Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1801597
Firm CRD
330390
Advisor's SEC record (opens in a new tab)
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