C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors is an SEC-registered investment advisor (RIA) headquartered in Westlake, Ohio. Founded in 2011, the firm operates under the umbrella of C2P Enterprises, offering fee-based financial planning and investment solutions nationwide. With a team led by CEO Jason L Smith and President David Alison, Prosperity Capital Advisors primarily serves individuals, families, advisors, and institutions, providing holistic wealth management, retirement planning, and consulting services. The company focuses on aligning multiple financial factors into thorough, coordinated plans for its clients. Employee count is not specified in public disclosures.
Investment Strategy
Prosperity Capital Advisors pursues a planning-first, holistic investment approach, helping clients create coordinated, comprehensive wealth management plans that integrate investment management, retirement planning, tax strategies, and insurance. The firm utilizes a variety of financial vehicles and customizes portfolios to address each client's unique needs and goals. They provide advisory services through a fiduciary, process-driven methodology that emphasizes risk management, diversified portfolio construction, and a long-term perspective aligned with clients' life objectives. The 'Bucket Plan' holistic planning process is a hallmark of their advisory method, supported by Certified Financial Planner™ professionals and advanced financial tools.
Top Holdings
Equity Positions (404)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 9.00% | $155.3M | 4,025,732 | $28.67 | $38.57 | +$13.8M |
S SPLG | SPDR SERIES TRUST | 7.29% | $125.7M | 1,605,031 | $52.91 | $78.34 | +$14.5M |
D DCOR | DIMENSIONAL ETF TRUST | 3.77% | $65.1M | 904,883 | $63.50 | $71.94 | +$8.0M |
D DFAX | DIMENSIONAL ETF TRUST | 3.35% | $57.7M | 1,839,453 | $31.38 | $31.38 | +$57.7M |
V VUG | VANGUARD INDEX FDS | 3.03% | $52.2M | 108,814 | $297.45 | $479.61 | +$9.4M |