# PRUDENT MAN ADVISORS, LLC

PRUDENT MAN ADVISORS, LLC of NAPERVILLE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 301973
- Type: SEC-registered investment adviser
- SEC file number: 801-115313
- Location: 2135 CITYGATE LANE, 7TH FLOOR, NAPERVILLE, IL, 60563
- Phone: 630-657-6400
- Latest filing: 2026-04-30
- Regulatory AUM: $30.6B
- Discretionary AUM: $28.6B
- Non-discretionary AUM: $2.0B
- Clients: 157
- Accounts: 508

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Ian Karsten Voermann | CHIEF FINANCIAL OFFICER | Denver, CO |
| Todd William Alton | CHIEF EXECUTIVE OFFICER | — |
| Donald Joseph Edwards | SOLE MEMBER; TRUSTEE | — |
| James O'Neill Davis | EXECUTIVE CHAIRMAN | — |
| Brandon Timothy Swensen | CHIEF INVESTMENT OFFICER | — |
| Othneil Stockwell Waud | CHIEF INVESTMENT OFFICER LGIPS | — |
| Shannon Margaret Seiferth | INTERIM CHIEF COMPLIANCE OFFICER/REGULATORY ATTORNEY | — |
| Jennifer Tomasz Welsh | CHIEF COMPLIANCE OFFICER | — |
| MORIUCHI TAKASHI BAYARD | MANAGING DIRECTOR | — |
| MENDEZ MICHAEL CASARES | MANAGING DIRECTOR | — |
| KANG DANNY ALLAN | MANAGING DIRECTOR | — |
| EDWARDS WALTER JOSEPH | SOLE MEMBER; TRUSTEE | — |
| RAGUS LORI ANN | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| ALTON TODD WILLIAM | CHIEF EXECUTIVE OFFICER | — |
| MARTENS JONATHAN RAY | FINANCIAL AND OPERATIONS PRINCIPAL | — |
| DAVIS JAMES O'NEILL | CHIEF EXECUTIVE OFFICER; EXECUTIVE CHAIRMAN | — |
| Ron Sharon | CHIEF INFORMATION SECURITY OFFICER | — |
| Brian Paul Sugrue | HEAD OF OPERATIONS & SYSTEMS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301973/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301973/similar
- Related entities: https://search.stillhousedata.com/firm/301973/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301973

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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.