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. The firm registered with the SEC in 2025. It acts as a capital allocator and serves both individual/family clients and institutional accounts, offering portfolio management, financial planning, pension consulting services, and selection of other advisers. Fee arrangements include percentage-of-AUM and fixed-fee options. The firm does not identify as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$120M in ETFs
69%
$82.6M
28%
$37.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $20.3M | 431,839 | 16.94% |
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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