Holy City Prosperity, LLC

Holy City Prosperity, LLC is a financial advisory firm established in 2024, previously operating in South Carolina from 2022 to 2024. The firm is wholly owned by John Phillip Cingolani, who serves as the Managing Partner and Chief Compliance Officer. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include Comprehensive Portfolio Management and Financial Planning & Consulting. The firm manages $28,964,392 on a discretionary basis as of December 31, 2024. For Comprehensive Portfolio Management, fees do not exceed 1.50% annually, billed monthly based on account value. Financial Planning & Consulting services are charged hourly or flat fees, with maximums of $400 per hour and $10,000 flat fee. The firm does not offer performance-based fees. Clients include individuals, high net worth individuals, trusts, charitable organizations, and businesses. The firm uses various methods of analysis and investment strategies, such as asset allocation, fixed income, and leveraged ETFs. Clients have the option to grant investment discretion to the firm, which does not accept proxy authority to vote client securities. Holy City Prosperity, LLC does not have custody of client funds or securities and does not receive soft dollars in excess of legal limits. The firm's Chief Compliance Officer reviews accounts annually, and clients are encouraged to review the firm's Code of Ethics for more information on personal trading policies. Holy City Prosperity, LLC does not have any financial conditions that impair its ability to meet obligations to clients. John Phillip Cingolani, the firm's Managing Partner, holds Series 7 & 66 licenses and has a background in financial planning and business administration.