← Tributary

PROFICIO CAPITAL PARTNERS LLC

NEWTON, MA · CRD 269931 · IAPD ↗ · proficiocap.com · 617-340-8425

$8.17BRegulatory AUM
11Advisory reps
25Employees
0Clients
n/aPlanning clients
8Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
October 2026 — PROFICIO CAPITAL PARTNERS LLC notice-filed in ID, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
October 2026 — PROFICIO CAPITAL PARTNERS LLC reported RAUM up 55% ($5.27B -> $8.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2026 — PROFICIO CAPITAL PARTNERS LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — PROFICIO CAPITAL PARTNERS LLC reported RAUM up 32% ($3.98B -> $5.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — PROFICIO CAPITAL PARTNERS LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — PROFICIO CAPITAL PARTNERS LLC notice-filed in OH, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — PROFICIO CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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