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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-28-2014
- Office Locations
- 1
Office Locations
About Profolio Investments, Inc.
Profolio Investments, Inc. is an independent, fiduciary RIA providing custom wealth planning and investment management for high net worth individuals, new investors, and businesses—especially business owners needing tax, retirement, and succession planning. The firm also advises on retirement benefits for employer plans and partners with platforms such as Altruist to implement client portfolios.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 29 clients, or 29 clients per representative. That equates to $623.3K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Profolio Investments, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL L SCHEEL
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5003698
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,074,637 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,074,637 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Profolio Investments, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.