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Chief Compliance Officer · Prossimo Advisors LLC

Katelyn B. Hunter

CRD 7117080 · Named on Form ADV at one SEC-registered adviser

At a glance

Prossimo Advisors LLC, an SEC-registered wealth manager based in SAN Luis Obispo, CA with $239 million in regulatory assets, lists Katelyn B. Hunter on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Prossimo Advisors LLCChief Compliance OfficerWealth manager · SAN Luis Obispo, CA · $239M in regulatory assets

AtlasMembers

Katelyn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katelyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.