$156.5M Total AUM
$156.5M Disc. AUM
11.1% 3Y CAGR
7 Employees
152 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer momentum
- Established Date
- 08-21-2000
- Office Locations
- 2
Office Locations
2800 Eisenhower Ave. #220 Alexandria VA
5010 East Warner Road Suite 202 Phoenix AZ
About Profocus Incorporated
ProFocus Incorporated is an RIA providing portfolio management alongside holistic financial, retirement, and tax planning, tailoring plans to each client’s lifestyle and goals. Portfolios emphasize ETF-based asset allocation, with Charles Schwab as a key custodian. Led by Michael M. Smith, CFP®, the firm serves clients from Phoenix with an additional Washington, DC–area presence.
Team overview
57 AVG AGE
$78.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
13.3 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Custodian
Element Prime Oak vertex
Investment Themes
Summit capital
Services
Alpha horizon Foundation bridge Momentum Bridge Horizon
Technology
Signal peak
Owner & Executives
MICHAEL MAURICE SMITH
Chief Compliance Officer, President
- CRD
- #1189477
- Ownership
- 75% or more
(745) 908-5715
alpha.oak@insightcapital.com
in linkedin.com/in/oak-bridge
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G
GARRY PARRANT BISHOP
--
- CRD
- #8145444
(577) 292-2659
prime.meridian@harborcapital.com
in linkedin.com/in/vital-meridian
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,539,998 | $295,917 |
| Non-Discretionary | $0 | -- |
| Total | $156,539,998 | $295,917 |
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Separately Managed Accounts
Total SMA Asset: $156,539,998
Equity - Exchange:
40.7% Cash:
13.6% U.S. Government/Agency:
45.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,029,177,590 | 40.7% |
| Cash | $678,054,428 | 13.6% |
| U.S. Government/Agency | $2,278,462,307 | 45.7% |
| Total | $4,985,694,325 | 100.0% |