PRUDENT MAN ADVISORS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	301973	301973	—	1.0
cik	0001817174	1817174	—	—
lei	254900UUSQ6H8SOND073	254900UUSQ6H8SOND073	—	—
sec_file_number	801-115313	801-115313	—	—

Profile

WebsiteHTTP://WWW.PMANETWORK.COM

HQ CityNAPERVILLE

HQ StateIL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

PTMA INVESTMENT ADVISORS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)27,791,353,702.0
RAUM (discretionary)25,773,346,131.0
Actionable assets27,788,455,159.0
Accounts504.0

Institutional Clients

Government AUM1,582,235,770.0
Pension AUM0.0
Charitable AUM24,544,470.0
HNW AUM23,801,931.0

As of 2025-07-14 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Alton, Todd, William	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2016165", "owner_id": "2876968", "source": "adv_part1", "table": "Schedule_A_B"}
DAVIS, JAMES, O'NEILL	EXECUTIVE CHAIRMAN	OFFICER	—	{"filing_id": "2016165", "owner_id": "2660454", "source": "adv_part1", "table": "Schedule_A_B"}
DONALD J. EDWARDS REVOCABLE TRUST	LIMITED PARTNER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
EDWARDS, DONALD, JOSEPH	SOLE MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": "1881830", "source": "adv_part1", "table": "Schedule_A_B"}
FLEXPOINT FUND V-A, L.P.	SOLE MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FLEXPOINT MANAGEMENT V, L.P.	GENERAL PARTNER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FLEXPOINT ULTIMATE MANAGEMENT V, LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PINNACLE EQUITYCO, LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PINNACLE FF AGGREGATOR, LLC	MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PINNACLE INTERMEDIATECO, LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PINNACLE PURCHASER, LLC	MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PMA PARENT HOLDINGS, LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PMA-PTA HOLDINGS, LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PTMA FINANCIAL SOLUTIONS, LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PUBLIC TRUST ADVISORS, LLC	MANAGING MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": "159189", "source": "adv_part1", "table": "Schedule_A_B"}
Swensen, Brandon, Timothy	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2016165", "owner_id": "4259620", "source": "adv_part1", "table": "Schedule_A_B"}
TA ASSOCIATES CAYMAN, LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TA ASSOCIATES PMA HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TA ASSOCIATES XIV GP, L.P.	GENERAL PARTNER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TA PMA INTERMEDIATE, LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TA PMA PURCHASER, LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TA XIV-A, L.P.	MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TA XIV-B PMA BLOCKER CORP.	LIMITED PARTNER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.	MEMBER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TA XIV-B, L.P.	SHAREHOLDER	OFFICER	—	{"filing_id": "2016165", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Voermann, Ian, Karsten	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2016165", "owner_id": "7032499", "source": "adv_part1", "table": "Schedule_A_B"}
Waud, Othneil, Stockwell	CHIEF INVESTMENT OFFICER LGIPS	OFFICER	—	{"filing_id": "2016165", "owner_id": "2651342", "source": "adv_part1", "table": "Schedule_A_B"}
Welsh, Jennifer, Tomasz	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2016165", "owner_id": "4022458", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/16/2025 02:10:42 PM",
  "filing_id": "2016165",
  "reg_type": "IA"
}
```

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1