Purtill Financial LLC
● SEC registered since 2017CRD 133764SEC# 801-111854Highland Heights, OH
Reg. AUM
$207.1M
Employees
5
Accounts
555
Location
Highland Heights, OH
Purtill Financial LLC assets under management
Purtill Financial LLC is an SEC-registered investment adviser based in Highland Heights, OH. The firm has been registered since 2017. It reports $207.1 million in regulatory assets under management and employs 5 people.
Purtill Financial LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carly Ann Purtill Control | Controller And Investment Advisor | 25-50% | 2021 |
| Donald Lee Purtill Control | President & Chief Executive Officer | Under 5% | 2004 |
| Michael Donald Purtill Control | Investment Advisor | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Purtill Financial LLC manage?
Purtill Financial LLC reports $207.1 million in regulatory assets under management on its Form ADV.
How many employees does Purtill Financial LLC have?
Purtill Financial LLC reports 5 employees.
Where is Purtill Financial LLC located?
Purtill Financial LLC is based in Highland Heights, OH and has been SEC-registered since 2017.
Does Purtill Financial LLC disclose fund performance?
Purtill Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22 Alpha Park, Highland Heights, OH 44143-2208 |
| Phone | (440) 484-5340 |
| Fax | (440) 484-5398 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$207.1M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$207.1Mregulatory AUM
Discretionary $0Non-discretionary $207.1M