Profits Plus Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 1 private fund.
Profits Plus Capital Management reports 1 pooled investment vehicle. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($258M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $258M | 100.0% | $258M |
| Total | 1 | $258M | 100% | $258M |
- Clients
- 1
- Regulatory AUM
- $258M
- AUM share
- 100.0%
- Avg. per client
- $258M
Total
- Clients
- 1
- Regulatory AUM
- $258M
- AUM share
- 100%
- Avg. per client
- $258M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Profits Plus Capital Management is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees), commissions and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Robert Coleman owns 75% or more of Profits Plus Capital Management. The leadership team of Profits Plus Capital Management includes Chief Compliance Officer Robert Coleman. It has 1 employee.
Leadership
- Robert ColemanChief Compliance Officer, Managing Member
Staff
- 1 employee
- 1 in advisory functions
- Owns 75% or more of Profits Plus Capital Management, LLC
Robert Coleman
Control person · since July 2001
Besides its headquarters, Profits Plus Capital Management has 0 offices, with 1 listed address in Idaho.
Idaho · 1 listed address
- 2245 North Samantha CT, NampaHQ
Contact and registration details
- Legal name
- Profits Plus Capital Management, LLC
- Headquarters
- 2245 North Samantha CT, Nampa, ID 83687
- Website
- goldsilvervault.com
- Phone
- 208-468-3600
- SEC file
- 801-136217
- Structure
- Delaware LLC
- Fiscal year end
- December
Profits Plus Capital Management has custody of $1M in client assets for 1 client.
How many clients does Profits Plus Capital Management have?
Profits Plus Capital Management has 1 client and manages $258 million for them, as of April 2026. They include 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026
What services does Profits Plus Capital Management offer?
Profits Plus Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Profits Plus Capital Management have?
Profits Plus Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 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
Who owns Profits Plus Capital Management?
Profits Plus Capital Management’s direct owner is Robert Coleman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 April 2026
How does Profits Plus Capital Management get paid?
Profits Plus Capital Management is paid through a percentage of assets under management, hourly charges, fixed fees, commissions and performance-based fees.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Profits Plus Capital Management registered with the SEC?
Yes, Profits Plus Capital Management has been registered with the SEC as an investment adviser since 8 May 2026. Its CRD number is 118294 and its SEC file number is 801-136217.
Source: Form ADV Part 1A, Item 1, filed 10 April 2026; IAPD firm record
How do I contact Profits Plus Capital Management?
Profits Plus Capital Management’s main office is at 2245 North Samantha CT, Nampa, ID 83687. Its phone number is 208-468-3600. Its website is goldsilvervault.com.