The Profolio Group, LLC

Overview

The Profolio Group, LLC is an independent registered investment adviser operating as a limited liability company that serves individuals and families, with some work for small-business clients. The firm is fee-based on a percentage of AUM and provides financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications and educational seminars. Investment activity is equity-focused; the ADV shows a clear preference for exchange-traded equities as the primary building blocks of client portfolios. The firm is not positioned as a capital allocator to third-party alternative managers and it does not report active ESG investing or multi-state advisory registration. Service delivery appears boutique in scale and client focus: compact assets under management combined with hands-on planning and educational offerings suggest a white-glove advisory model rather than institutional multi-manager solutions.

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