Purkiss Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 124324
- Registered since
- October 11, 2005
- Website
- pcapadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.61%
- Individuals15.39%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Purkiss Capital Advisors, LLC is an independent SEC-registered registered investment adviser organized as an LLC and operating since 2005. The firm is owned by an individual principal and positions itself as a capital allocator serving individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers and managers. Compensation is flexible and includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Purkiss does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds48%
- Exchange Traded Equities20%
- State & Local Bonds15%
- Investment Grade Corp Bonds10%
- US Government Bonds5%
Owners & executives
1 of 1
Richard Purkiss
Founder & CEOCRD 1234195
Contacts
3 of 4
David Luo
Senior AdvisorCRD 7203997
Thomas Snayd
Senior Advisor and Portfolio ManagerCRD 3008088
Gregory Brushett
Financial AdvisorCRD 6194731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$85.5M in ETFs
93%
$79.5M
5%
$6.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $13.8M | 182,194 | 16.08% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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