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They include 143 high-net-worth individuals, 9 pooled investment vehicles and 6 other investment advisers.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Proficio Capital Partners offer?","answer":"Proficio Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Proficio Capital Partners charge?","answer":"Proficio Capital Partners charges up to 1.00% a year for its Client Advisory and Management Services. The fee is billed in arrears and is negotiable.","source":"ADV PT2 BROCHURE UPDATE 3_27_26, filed 1 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Proficio Capital Partners use?","answer":"Proficio Capital Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $4.27B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Proficio Capital Partners have?","answer":"Proficio Capital Partners has 2 investment adviser representatives registered with state securities authorities, out of 25 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Proficio Capital Partners invest in?","answer":"At the end of its last fiscal year, Proficio Capital Partners’ separately managed accounts held 34% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 16% pooled vehicles (private funds and similar), 12% derivatives, 8% U.S. government and agency bonds, 4% state and local bonds, 4% cash and equivalents, 2% investment grade corporate bonds and 1% high-yield corporate bonds. 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