PC
Prestige Capital Management, Llc
State-registered
Multi-Family Office · Boutique (under $100M)
CRD 175457
·
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ADV data as of Feb 26, 2026
- Regulatory AUM
- $23.3M
- Discretionary
- $23.3M
- Clients
- 1
- Avg AUM / client
- $23.3M
- Accounts
- 7
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $364K | 1.57% |
| High net worth individuals | Fewer than 5 clients | $18.3M | 78.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $4.5M | 19.5% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Adam Brandes | Registered representative | Mar 2022 (4y) | ||
| Norman Marvin Beckoff | Registered representative | Mar 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Pershing $10.7M (46% of AUM) Feb 2026
- National Financial Services (Fidelity) $5.7M (24% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗