Purpose Capital Management, LLC

RIASEC Registered
Total AUM
$2B
Discretionary
$0
0% of AUM
Avg account
$182M
Accounts
11
Employees
6
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
343181
Registered since
October 8, 2026
Custodians
GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC., CITIBANK, N.A. (CITI PRIVATE BANK), UBS FINANCIAL SERVICES INC., FROST BROKERAGE SERVICES, INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Purpose Capital Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm positions itself as a capital allocator for individual and family clients, combining financial planning and portfolio management with selection-of-other-advisers services and educational seminars. Its advisory offering spans fee models—percentage of AUM, fixed fees, and performance-based fees—which can support both traditional advisory mandates and manager-of-managers arrangements. Advisory activities listed in filings include financial planning, portfolio management for individuals and small businesses, selecting third-party advisers, and running client education programs. The firm is not identified as an active ESG investor and is not described as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 6%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents6%
  • State & Local Bonds2%
  • Investment Grade Corp Bonds2%

Contacts

3 of 4
  • Bryan Joiner

    CRD 5672689

  • Nathan Neugebauer

    CRD 8321026

  • Toby Neugebauer

    CRD 5126549

Unlock 1 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
10777 Strait Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth