SourcingSourcing

PROFIT INVESTMENT MANAGEMENT, LLC

C46
CRD 110294·SEC 801-52528·NORTH BETHESDA, MD
AUM
$26.8M
$25M-$100M
Est. Revenue
$268K
@ 1% on AUM
Est. EBITDA
$80K
@ 30% margin
Est. Deal Value
$642K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PROFIT INVESTMENT MANAGEMENT, LLC
CRD
110294
SEC file #
801-52528
EIN
522145382
DBA names
Profit Investments

Economics

AUM
$26.8M
AUM band
$25M-$100M
AUM trajectory
'20'26
$125.7M → $26.8M▼ -79%
Client mix
Other2
Individuals High Net Worth1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
NORTH BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
linkedin.com/company/profit-investment-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PROFIT, EUGENE, ANTHONY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PROFIT, EUGENE, ANTHONY
SADZEWICZ, GERY, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:profit.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001286295
Edgar Registered
Yes
Edgar Filing Count
89
Edgar First Filing Date
2004-04-14
Edgar Last Filing Date
2026-01-08
Edgar 13f Count
89
Edgar 13f Latest AUM Estimate
Filing Date2026-01-08
Accession0001286295-26-000001
Edgar Former Names
INVESTOR RESOURCES GROUP LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
11710 OLD GEORGETOWN ROADSUITE 1NORTH BETHESDA, MD 20852
Business
11710 OLD GEORGETOWN ROADSUITE 1NORTH BETHESDA, MD 20852
Edgar EIN
522145382
Edgar Recent Filings
13F-HR2026-01-08 · 0001286295-26-000001
13F-HR2025-10-14 · 0001085146-25-005928
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2491302
Trust Company Affiliate
No

People (2)

2
PROFIT, EUGENE, ANTHONY
Direct Owner · 87.5%
2491302
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963