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 registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm operates as a capital allocator for both individual & family clients and institutional accounts, and it charges a mix of percentage-of-AUM and fixed fees. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Purewater identifies as not being an active ESG investor and is not registered as a multi-state adviser. The firm also notes 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 5
Mark 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 41Active vs passive
$124M in ETFs
73%
$90.4M
27%
$33.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $19.8M | 428,145 | 15.97% |
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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