RIA Intel›Advisers›Georgia›PURVIS INVESTMENTS, INC.

PURVIS INVESTMENTS, INC.

Advisory

GA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account

$64K

across 20 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

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

20 clients

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

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Advisers of similar size in GA

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

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SOINA FINANCIAL GROUP, LLC

$1M

DUE WEST WEALTH ADVISORS LLC

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