# Proflex Finance

> Proflex Finance is a state-registered investment advisory firm in Los Gatos, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 334262
- Filed as: PROFLEX FINANCE
- Legal name: Proflex Finance LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Gatos, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334262
- AdvisorCensus page: https://advisorcensus.com/firm/proflex-finance-los-gatos-ca-334262

## Quick answers

**How is Proflex Finance compensated?**
On its Form ADV (Item 5.E, October 2026), Proflex Finance reports these compensation arrangements: a percentage of assets under its management.

**Where is Proflex Finance located?**
Proflex Finance's principal office is in Los Gatos, CA, according to its Form ADV.

**Is Proflex Finance registered with the SEC or a state?**
Proflex Finance is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334262.

**How much does Proflex Finance manage?**
Proflex Finance reports $23,363,284 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Proflex Finance serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (5); corporations or other businesses not listed above (3).

**Does Proflex Finance report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334262

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $23,363,284
- Discretionary: $23,363,284
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $12,128,966 |
| High net worth individuals | 5 | $9,575,253 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $931,806 |
| Corporations or other businesses not listed above | 3 | $727,259 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- proflexfinance.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Proflex Finance (CRD 334262): Form ADV filing data as of October 2026.