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Joshua James Prince

Investment adviser representative at Promus Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$384.6MFirm 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

11 years in the industry.

  1. Promus AdvisorsOct 2015 to now
  2. Promus Asset Management, LLCOct 2015 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007
  • Series 63 · Uniform Securities Agent State Law2007

State registrations

Registered as an investment adviser representative in 1 state (TX).

Promus Advisors

Legal name: Promus Asset Management, LLC

$384.6MAssets managed
50Clients
4Advisers
11 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
5142443
Firm CRD
157484
Advisor's SEC record (opens in a new tab)
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