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PURKISS CAPITAL ADVISORS, LLC
CRD 124324 · SEC 801-64777
CA, United States
Phone
(203) 431-5862
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$842.2M
Discretionary AUM
$842.2M
Team
8 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 252 | $129.6M |
| High net worth individuals | 157 | $712.5M |
States served
CA, GA, ME, MD, MA, NJ, NY, NC, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD