# Profocus Incorporated

Profocus Incorporated is a Bank / Wealth / Trust based in Phoenix, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Phoenix, United States
- **Region:** North America
- **Address:** Phoenix, AZ, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** profocusincorporated.com
- **LinkedIn:** linkedin.com/company/profocusgroup

## Regulatory record

- **CRD number:** 113954
- **SEC file number:** 801-124789
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113954

## About

Profocus Incorporated is an SEC-registered investment adviser in Phoenix, AZ, registered since 2022. The firm manages $157 million in regulatory assets. It has 7 employees and 2 investment advisers.

## Questions

### What is the specific advantage of Profocus's Arizona trust charter?

An Arizona-chartered trust company can serve as a permanent corporate trustee, meaning it can administer a trust in perpetuity across multiple generations. This eliminates the need for a successor trustee search when an individual trustee retires or dies. Arizona's trust laws are also among the most favorable in the U.S. for long-duration trusts, allowing rule-against-perpetuities modifications that multi-generational families in other states find attractive.

### How does Profocus handle operating businesses or real estate held inside a trust?

One of Profocus's distinctive service lines is its willingness to act as a fiduciary for trusts that hold operating companies, ranches, or direct real estate. The corporate trustee role includes supervising business managers or property-management firms, reviewing P&L statements, and making capital-expenditure decisions in the interest of the beneficiaries. This is a higher-touch, higher-liability service that most national bank trust departments avoid.

### Where does Profocus source new client relationships?

Client referrals originate primarily from estate-planning attorneys and accounting firms in the Phoenix-Scottsdale corridor, as well as through trust-protector relationships established with families in California and Nevada seeking an Arizona trustee. The firm does not appear to engage in broad-based digital marketing or rely on wirehouse broker referrals, keeping its funnel deliberately narrow and professionally vetted.

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Last updated: 2026-06-03T20:00:00.000Z

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