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Promethium Advisors,llc
Promethium Advisors, LLC is a registered investment adviser headquartered in Bethesda, Maryland, United States. Founded in Delaware, the firm provides private wealth management services including financial, tax and estate planning, portfolio management, and risk mitigation. It specifically focuses on high-net-worth individuals and families, aiming to deliver personalized and comprehensive advisory relationships with a low client-to-adviser ratio. Promethium Advisors emphasizes strategic, transparent, and enduring client relationships, aiming to provide peace of mind and financial guidance across generations. As of 2024, the firm manages approximately $282 million in assets and has 3 employees, all actively engaged in investment advising.
Investment Strategy
Promethium Advisors, LLC manages portfolios for high-net-worth individuals and families with a focus on capital preservation and growth. The firm emphasizes investments in profitable, capital-light, and dividend-paying companies. Its investment process combines financial planning, risk mitigation, and liquidity management, complemented by regular client communication and comprehensive estate planning. The strategy is characterized by transparency, independent analysis, and a long-term perspective tailored to meet the unique needs of each client, with a strong philosophy rooted in trust and client-centric advice.
Latest 13F Filing Activity
Promethium Advisors,llc filed their most recent 13F report on Jun 30, 2025 disclosing 114 equity positions with a total 13F market value of $165M. The fund increased holdings in Ishares TR, SPDR Series Trust, Whirlpool Corp. among other positions. Promethium Advisors,llc reduced exposure to Price T Rowe Group Inc., Chevron Corp. New, Apple Inc. among others.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.97% | $11.5M | 55,947 | $232.79 | $205.17 | -$1.0M |
B BILS | SPDR SERIES TRUST | 4.33% | $7.1M | 71,734 | $99.45 | $99.43 | +$2.4M |
T TPL | TEXAS PACIFIC LAND CORPORATI | 3.81% | $6.3M | 5,932 | $1009.48 | $1056.39 | -$510.8K |
C CME | CME GROUP INC | 2.60% | $4.3M | 15,509 | $230.73 | $275.62 | +$301.9K |
| ALPHABET INC | 2.57% | $4.2M | 23,960 | $163.24 | $176.23 | +$385.5K |
Industry Allocation
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