PURTILL FINANCIAL LLC

Overview

Purtill Financial LLC is an independent registered investment adviser formed in 2017 and operated as a limited liability company under individual ownership. The firm serves individuals, families and small-business clients alongside some institutional relationships, delivering financial planning and portfolio management primarily on a non-discretionary basis — the ADV shows the firm's reported assets are held as non-discretionary. Fee arrangements include an asset-based percentage and hourly billing for advice. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client exposure, with complementary use of annuities where appropriate. The firm allocates portion of client capital to third‑party alternative managers in sectors such as real estate, commodities and oil & gas. Purtill Financial LLC was recognized by FA Magazine as a Top RIA Firms honoree in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices