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, owner-operated registered investment adviser that has been SEC-registered since 2005. The firm positions itself as a capital allocator for individual and family clients, offering a mix of fee arrangements including percentage of assets under management, hourly billing and fixed fees. Its advisory services focus on financial planning, discretionary portfolio management for individuals and small businesses, and selecting external managers when appropriate. Purkiss does not identify as an ESG-focused investor in the available filings.
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 1RICHARD PURKISS
Founder & CEOCRD 1234195
Contacts
3 of 3DAVID LUO
Senior AdvisorCRD 7203997
THOMAS SNAYD
Portfolio Manager, Senior Financial AdvisorCRD 3008088
SEAN WALSH
Senior AdvisorCRD 2194473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$74.2M in ETFs
95%
$70.2M
4%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $16.5M | 186,996 | 22.23% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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