PurposePath Capital, LLC

PurposePath Capital provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), company entities and 401(k) plans, managing roughly $63 million for about 135 clients with a two-advisor team. The firm also offers separate financial planning and coaching engagements, which are quoted and billed apart from its portfolio management services.

The firm’s investment process is grounded in Modern Portfolio Theory and mean‑variance optimization to set asset‑class allocations, using ETFs, mutual funds and other instruments, supported by third‑party stress‑testing software and ongoing monitoring and rebalancing. For larger mandates PurposePath implements model portfolios and bond‑ladder strategies developed by third‑party managers while retaining oversight and the ability to recommend or delegate execution.

PurposePath is owned through a separate legal entity, and the brochure discloses the adviser’s additional financial‑services activities as a licensed insurance producer, including potential commission and incentive arrangements that the firm says it manages through written policies and disclosures. The firm also recently expanded disclosure about private investments and notes it may receive profit‑sharing on certain private offerings, and it separates financial planning as a fixed‑fee service rather than including planning within its standard portfolio management engagements.