← Tributary

PROFIT INVESTMENTS

NORTH BETHESDA, MD · CRD 110294 · IAPD ↗ · 301-650-0059

$26.8MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — PROFIT INVESTMENTS (NORTH BETHESDA, MD) left the SEC roster (was $26.8M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2026 — PROFIT INVESTMENTS reported RAUM down 80% ($132.0M -> $26.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
March 2025 — PROFIT INVESTMENTS reported RAUM down 27% ($180.3M -> $132.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.