RIA Intel›Advisers›Oregon›PURPOSE FIRST FINANCIAL, LLC

PURPOSE FIRST FINANCIAL, LLC

Advisory

GRANTS PASS, OR

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in OR

#284

of 305 advisers by AUM

Average account

$142K

across 426 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$61M

Discretionary AUM$59M

Non-Discretionary AUM$1M

Discretionary %97.9%

Total Clients173

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

173 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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D. MATTERSDORFF LLC

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BOLINGER SOLUTIONS, LLC

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RAAF INVESTMENT ADVISORS, LLC

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