PROFOCUS INCORPORATED

Overview

Profocus Incorporated is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and small institutions. The firm is fee-based and uses a mix of percentage-of-AUM billing alongside hourly and fixed fees, which supports both ongoing wealth management relationships and project-based planning work. SEC registration dates to 2022 and the firm is owned by an individual owner. Investment activity centers on publicly traded equities as the primary allocation tool, with a clear preference for exchange-traded instruments for core exposures. Beyond listed equities, Profocus Incorporated sponsors and serves as a general partner or managing member for pooled investment vehicles, indicating the firm operates or sponsors private structures in addition to managing client portfolios. The adviser does not identify as an active ESG investor and its advisory footprint is concentrated on individual and family client work rather than pension consulting.

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Public Holdings

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Location & Offices