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 established in 2005 and organized as an LLC. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee schedules include percentage-of-AUM billing along with hourly and fixed-fee arrangements. Purkiss identifies as a capital allocator and deploys third-party managers for certain strategies; it does not classify 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 3
David 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 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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