Profitscore Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$900,000
Clients
10
Advisors
2
of 5 employees
About
ProfitScore Capital Management serves institutional clients, other registered advisers and commodity pools, and a limited number of individual clients, providing sub-advisory portfolio management, index licensing and commodity trading advisory services. The firm is registered both as an investment adviser and as a Commodity Trading Advisor (CTA) and discloses that its direct retail advisory relationships are limited and often based on personal connections.
The firm’s investment approach is quantitative and model-driven: ProfitScore manages sub-advised RIA accounts and commodity pool models using proprietary quantitative strategies, executing mutual fund model trades simultaneously across accounts via a custodian platform and bunching futures trades for the CTA business. It may hold long and inverse positions and combine short- and longer-term holdings, rarely trading intraday, and it relies on clients to notify the firm of changes in financial goals rather than conducting routine periodic account reviews.
Noteworthy aspects include its dual RIA/CTA registration and an index-licensing business that is used to offset advisory fees when clients invest in related products, a disclosure intended to mitigate conflicts of interest. The combination of licensing proprietary indexes, providing sub-advisory services to other advisers and commodity pools, and operating consolidated, model-based execution is uncommon among firms of this size and structure.
Client services
Expertise
Fee options
$0+: 1.95% +: up to 2.95%
May charge performance-based fees for institutional clients and Qualified Eligible Persons (QEPs)
Account minimum: $1,000,000 Minimum fee: $250 account setup fee for individual clients
Main office
1028 S Bridgeway Pl, Suite 120
Eagle ID 83616
Advisors at this office
2
Most active in
Idaho
Also doing business as
Advanced Financial Services · Profitscore Capital Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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