Brian Daniel Minier
Financial advisor at C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors · Westlake, OH
Last updated 2026-10-10
Claim your profileBrian Daniel Minier is a financial advisor at C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors in Westlake, OH, CRD 6289530. Licenses and exams on the registration: Series 65. IAPD registration began 2015-03-16.
Registration
- CRD number
- 6289530
- Registration status
- Active
- IAPD registration
- 2015-03-16
- Industry Experience
- 11 years
- Work Experience
- 14 years
- States registered
- FL, LA, OH, TX
Licenses and exams
- Series 65
Work history
- 2011-11 to Present · Keystone Financial Group (d.b.a. for Advisory Business) · Columbus, OH
- 2015-05 to Present · C2p Capital Advisory Group, LLC Dba Prosperity Capital Advisors · Westlake, OH
Current employment
- Prosperity Capital Advisors · Westlake, OH
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors
- Regulatory AUM
- $4,385,706,161
- Registered advisors
- 103
- Offices
- 77
- Clients per advisor
- 73.3 (Moderate)
- Average AUM per client
- $581K (Low)
- High-net-worth client ratio
- 13.1% (Low)
About
Brian Daniel Minier is a financial advisor at Prosperity Capital Advisors, operating as C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors in Westlake, OH. Reported securities licenses include Series 65. The latest record indicates 11 years of industry experience and 14 years of reported work history. Reported roles include C2p Capital Advisory Group, LLC Dba Prosperity Capital Advisors, Keystone Financial Group (d.b.a. for Advisory Business).
SEC disclosures list additional business and community activities: 1) Brian Minier Is A Licensed Insurance Agent Conducting Business From His Registered Location: fixed-insurance sales and service.
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors' firm-level Form ADV reports 103 advisors across 77 offices; approximately 73.3 clients per advisor, average assets per client of $581,042, and regulatory AUM of $4.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $1.8B across 257 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Brian Daniel Minier personally.
Reported ETF positions
C2p Capital Advisory Group reports 257 ETF positions worth $1.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $250.5M |
| DFAC — Dimensional U.S. Core Equity 2 ETF | $121.5M |
| CORO — iShares International Country Rotation Active ETF | $87.9M |
| VUG — Vanguard Morningstar Growth ETF | $75M |
| VEA — Vanguard FTSE Developed Markets ETF | $72M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
C2p Capital Advisory Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $9.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $71M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $87.9M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $15M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Representative of a Broker-Deale
- Real Estate Broker, Dealer, or Agent
- Insurance Broker or Agent
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
30400 Detroit Road, Westlake, OH 44145
102 advisors at this office.
Contact
The firm's filed contact details.
Official record
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