NORTH BETHESDA, MDCRD 110294Latest ADV March 9, 2026
Profit Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Bethesda, MD. Its latest Form ADV filing, dated March 9, 2026, reports $27M in regulatory assets under management, 5 employees, and 3 accounts.
Assets Under Management
$27M
Employees
5
Offices
--
Total Clients
<5
Primary office
NORTH BETHESDA, MD
11710 OLD GEORGETOWN ROAD, SUITE 1, NORTH BETHESDA, MD, United States
Top client segmentUNION TARF represent 66.7% of total clients.
Top client categories% of clientsClients
1
UNION TARF
66.7%
2
2
HNWI
33.3%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$27Mas of March 9, 2026
Discretionary100.0%
$27M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$27M
Total Accounts3
10Y AUM Change$-96M (-78.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee1:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.