PROFICIO CAPITAL PARTNERS LLC
SEC RegisteredA sophisticated institutional framework to the family office in which Proficio Partners invest alongside our family investors 100% of the time with the same terms.
About the firm
Proficio Capital Partners is an investment advisor and family office that employs an opportunistic approach to diversification through a highly diversified and actively allocated combination of asset classes and securities. The firm builds bespoke portfolios utilizing institutional backgrounds and experience in financial markets to deliver a comprehensive and integrated dynamic plan for clients' complete financial affairs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, administrative services, risk management, and implementation of family governance.
Who they serve
Family office clients and family investors
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 138 | $4.4B |
| Pension/Profit Sharing Plans | 9 | $346M |
| Insurance Companies | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROFICIO CAPITAL PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.