Profocus Incorporated

Overview

Profocus Incorporated is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families, and small businesses, with some institutional clients. The firm operates under an individual ownership structure and registered with the SEC in 2022. Its client billing includes percentage-of-assets, hourly, and fixed-fee arrangements. Profocus is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. The firm also lists activity as a sponsor, general partner, or managing member of pooled investment vehicles, indicating involvement on the manager side of certain private offerings rather than solely acting as an external allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices