Proficio Capital Partners LLC

$8.17BAssets under management
as of Sep 2026 · SEC Form ADV
Newton, MA
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Tech stack

No one at Proficio Capital Partners LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $983M held · filed Apr 2024
Merrill
Per Form ADV · $884M held · filed Apr 2024