Proficio Capital Partners LLC

Flat / fixed fees in Newton, MA

SEC registeredNo commissions reported

Call (617) 340-8425 Send a message Map ↗

Public-record details

Address: 300 Washington Street Ste 951, One Gateway Center, Newton, MA 02458
Phone: (617) 340-8425
Listed under: Flat / fixed fees, % of assets managed
CRD number: 269931
Registration: SEC registered since 2015-07-31
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees; Performance-based fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $8.2 billion
Accounts managed: 1,538
Clients reported (Form ADV 5.D): 160
Individual / high-net-worth clients: 0 / 143
Employees: 25
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-09-01

SEC registered investment adviser, CRD 269931, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 269931 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Newton

Balanstone, LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 958-1490 · % of assets managedCRD 242796 · % of assets, Other · $10.8 million AUMState registeredNo commissions reported Dorfman Value Investments LLC24 Burnside Road · Newton, MA 02461 · (617) 542-8888 · % of assets managedCRD 120911 · % of assets, Performance-based fees · $35.3 million AUMState registeredNo commissions reported Insight Financial Strategists29 Crafts Street, Suite 420 · Newton, MA 02458 · (781) 489-3994 · Financial planningCRD 165125 · % of assets, Hourly charges, Subscription fees · $27.8 million AUMState registeredNo commissions reported Paragon Financial Advisors831 Beacon St, Suite 320 · Newton, MA 02459 · (617) 641-2446 · Financial planningCRD 133856 · Hourly charges, Fixed fees · $113.0 million AUMState registeredNo commissions reported Parkstone Investments, LLCOne Gateway Center-Suite 510 · Newton, MA 02458 · (617) 549-2963 · % of assets managedCRD 171386 · % of assets · $24.0 million AUMState registeredNo commissions reported Renaissance Wealth Advisors, LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 663-5595 · Financial planningCRD 300007 · % of assets, Fixed fees · $109.9 million AUMSEC registeredNo commissions reported Ridley Cove Financial Advisors LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 791-3811 · Financial planningCRD 236787 · % of assets, Fixed fees · $41.2 million AUMState registeredNo commissions reported Thurston Hall Investment Research, LLC383 Elliot Street, Suite 100f · Newton, MA 02464 · (617) 459-6042 · % of assets managedCRD 136700 · % of assets · $78.0 million AUMState registeredNo commissions reported

All 9 in Newton →