RIA Intel›Advisers›Ohio›PURPOSE1ST

PURPOSE1ST

Advisory

OH

Data as of May 20, 2026 · Source: SEC Form ADV

Average account

$36K

across 4 accounts

AUM per adviser

$72K

2 advisers

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM

$143K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$143K

Discretionary AUM$143K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndApril

Operates InOH

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

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

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Advisers of similar size in OH

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

VANCE FUNDS LIMITED

$109K

JACOBSMA, KURT BRADLEY

$92K

JFJ ADVISORY SERVICES LLC

$76K

WELLNESS INVESTMENT ADVISERS LLC

$234K

SFG WEALTH MANAGEMENT LLC

$245K

REACHING UPWARD FINANCIAL SOLUTIONS LLC

$304K

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