AUMdb

Profitscore Capital Management, Inc.

State-registered Investment Adviser · Boutique (under $100M) CRD 119210 · SEC file 801-70342 · Eagle, ID · WWW.PROFITSCOREINDEX.COM
☆ Save with Pro ADV data as of May 05, 2026
Regulatory AUM
$50.9M
Discretionary
$50.9M
Clients
13
Avg AUM / client
$3.9M
Accounts
20
Employees
5

AUM over time

$26.2M $509M
Nov 2011 May 2026

Annual snapshots from Form ADV filings · as of May 05, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 10 $900K 1.77%
Other investment advisers 3 $50.0M 98.2%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
John M. Mcclure President/Owner Sep 1998 (28y) 75% or more
John C Mitchell Chief Compliance Officer Apr 2017 (9y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/05/2026 988 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Other fees
  • LICENSING FEES FOR INDEX USAGE

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Other services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.

View current Form ADV (SEC/IAPD) ↗