Profocus Incorporated

Overview

Profocus Incorporated is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include assets-under-management fees, hourly charges and fixed fees. Profocus is not positioned as a capital allocator; it reports no active ESG program and is not identified as a pension consultant or related adviser. The firm also lists sponsor and general partner roles in pooled investment vehicles, indicating it occasionally acts as a manager or sponsor of pooled products in addition to recommending third-party funds.

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Public Holdings

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Location & Offices