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PROFIT INVESTMENTS
Legal name: PROFIT INVESTMENT MANAGEMENT, LLC
CRD 110294File 801-52528
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Aug 12, 2026
Regulatory AUM
$26.8M
Bottom 25% of cohort (national)
Discretionary AUM
$26.8M
Clients
3
3 accounts
Employees
5
Bottom 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 29, 1996
- Principal office
- 11710 OLD GEORGETOWN ROAD, SUITE 1, NORTH BETHESDA, MD, 20852
- Phone
- 301-650-0059
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.8M
- Discretionary AUM
- $26.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $8.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $25.9M |
| High net worth individuals | Fewer than 5 | $848K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses or institutional clients
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Not reported
- Firm Custody Clients
- Not reported
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Not reported
- Related Person Custody Clients
- Not reported
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 12 | 3 | decreased by9 |
| Apr 1, 2026 | AUM | $131,958,052 | $26,764,932 | decreased by$105,193,120 |
| Apr 1, 2026 | Accounts | 12 | 3 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9 | 12 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $160,717,197 | $131,958,052 | decreased by$28,759,145 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9 | 12 | increased by3 |
| Apr 1, 2022 | AUM | $160,717,198 | $160,717,197 | decreased by$1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PROFIT INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROFIT INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.