PUREWATER CAPITAL, LLC
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 166154
- Registered since
- July 8, 2025
- Website
- purewatercapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.66%
- Individuals23.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Purewater Capital, LLC is an independent, SEC-registered registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm, organized as an LLC and owned by an individual, offers advisory services under a mix of percentage-of-AUM and fixed-fee arrangements. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Purewater is not an active ESG investor and operates as a single-state adviser; it also maintains an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities31%
- US Government Bonds5%
- Cash & Cash Equivalents3%
- Other2%
Contacts
3 of 5MARK BERRY
Partner, Wealth StrategistCRD 5801150
TIMOTHY HATCHER
PartnerCRD 5279635
COREY SCOTT
Partner, InvestmentsCRD 5329350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$97.4M in ETFs
76%
$73.9M
24%
$23.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $13.6M | 323,690 | 13.94% |
Location
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 2625 Whitmore St
- Time zone
- CT (UTC-6)
- Office locations
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