Purkiss Capital Advisors, LLC
● SEC registered since 2005CRD 124324SEC# 801-64777
Reg. AUM
$842.2M
Employees
8
Accounts
1,246
Location
—
Purkiss Capital Advisors, LLC assets under management
Purkiss Capital Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2005. It reports $842.2 million in regulatory assets under management and employs 8 people.
Purkiss Capital Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Allen Purkiss Control | Managing Member / Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Purkiss Capital Advisors, LLC manage?
Purkiss Capital Advisors, LLC reports $842.2 million in regulatory assets under management on its Form ADV.
How many employees does Purkiss Capital Advisors, LLC have?
Purkiss Capital Advisors, LLC reports 8 employees.
Does Purkiss Capital Advisors, LLC disclose fund performance?
Purkiss Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (203) 431-5862 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2053150 |
| Discloses disciplinary history | No |
Regulatory AUM
$842.2M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$842.2Mregulatory AUM
Discretionary $842.2M