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PURKISS CAPITAL ADVISORS, LLC

· CRD 124324 · IAPD ↗ · pcapadvisors.com · (203) 431-5862

$842.2MRegulatory AUM
4Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — PURKISS CAPITAL ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2026 — PURKISS CAPITAL ADVISORS, LLC reported RAUM up 33% ($633.0M -> $842.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2026 — PURKISS CAPITAL ADVISORS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — PURKISS CAPITAL ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
June 2025 — PURKISS CAPITAL ADVISORS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — PURKISS CAPITAL ADVISORS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — PURKISS CAPITAL ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — PURKISS CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($452.6M -> $514.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.