$18.1M Total AUM
$18.1M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- UnisonBeacon +more
- Established Date
- 10-28-2014
- Office Locations
- 1
Office Locations
-- Union KY
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.
Team overview
43 AVG AGE
$18.1M AVG AUM / ADVISOR
$623.3K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Harbor Harbor value Momentum Zenith pioneer Eagle matrix
Client Personas
Momentum Glacier element
Custodian
North Legacy harbor Vector Legacy prime Zenith Optima vector Signal horizon Unison vector Oak peak Insight radial
Fund Managers
Radial optima
Investment Themes
Optima Vector Radial
Investment Vehicles
Vital Momentum oak
Platform
Momentum vector
Services
Legacy Matrix Vertex Catalyst atlas North summit Fusion Legacy signal
Technology
Quantum Quantum element Signal Vector
Owner & Executives
MICHAEL L SCHEEL
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5003698
- Ownership
- 75% or more
(329) 797-9291
fusion.zenith@radialcapital.com
in linkedin.com/in/delta-capital
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $18,074,637
Public Funds:
47.5% Cash:
12.4% Equity - Exchange:
40.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,540,807,906 | 47.5% |
| Cash | $663,284,590 | 12.4% |
| Equity - Exchange | $2,144,976,779 | 40.1% |
| Total | $5,349,069,275 | 100.0% |