RIA Intel›Advisers›Illinois›PURPOSEPATH CAPITAL, LLC

PURPOSEPATH CAPITAL, LLC

Advisory

QUINCY, IL

Data as of Jul 12, 2026 · Source: SEC Form ADV

Rank in IL

#1,143

of 1,719 advisers by AUM

Average account

$175K

across 360 accounts

AUM per adviser

$13M

5 advisers

Source: SEC Form ADV. Figures as filed Jul 12, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients135

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, MO, 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

135 clients

19 high-net-worth

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

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