# PROCOURSE FIDUCIARY ADVISORS, LLC

PROCOURSE FIDUCIARY ADVISORS, LLC of CARMEL, IN is an SEC-registered investment adviser.

## Registration

- CRD: 164328
- Type: SEC-registered investment adviser
- SEC file number: 801-76741
- Location: 571 MONON BLVD, SUITE 400, CARMEL, IN, 46032
- Phone: 317-805-7500
- Latest filing: 2026-03-23
- Regulatory AUM: $5.5B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $3.7B
- Clients: 11
- Accounts: 303

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Gross James | CHIEF COMPLIANCE OFFICER | Bend, OR |
| BRIAN STOLL | CHIEF FINANCIAL OFFICER | PHOENIX, AZ |
| Douglas Glen Prince | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | — |
| Brea Nicole Morrison Dantin | CHIEF OPERATIONS OFFICER | — |
| Bryan James Gross | CHIEF COMPLIANCE OFFICER | — |
| PRINCE DOUGLAS GLEN | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER, MEMBER; CHIEF EXECUTIVE OFFICER, MANAGER, MEMBER | — |
| HARMON DEANA JOY | CHIEF INVESTMENT OFFICER, MANAGER, MEMBER | — |
| MORRISON DANTIN BREA NICOLE | CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER; CHIEF OPERATIONS OFFICER; MANAGER, MEMBER | — |
| PRINCE JEFFREY K | CHIEF FINANCIAL OFFICER | — |
| Griffin Keith Lorenzo | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164328/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164328/similar
- Related entities: https://search.stillhousedata.com/firm/164328/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164328

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.