RIA Intel›Advisers›PURKISS CAPITAL ADVISORS, LLC

PURKISS CAPITAL ADVISORS, LLC

Advisory

N·

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM
$842M
1-Year AUM Growth
+13.6%
3-Year CAGR
+5.3%
Employees
4
Assets Under Management
Total AUM$842M
Discretionary AUM$842M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients337
Team
Total Employees4
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record36
First FilingSep 27, 2005
Latest FilingFeb 19, 2026
🔒 Full AUM trend chart and 36 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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