Purewater Capital, LLC logo

Purewater Capital, LLC

Updated today

Client assets under management

$149,496,644

Clients

232

27% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

58

Typical

Average account size

$644,382

About

Purewater Capital, LLC provides discretionary asset management, financial planning, retirement‑plan advisory and consulting services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and other business entities. As of December 31, 2025 the firm reported $149,496,644 in discretionary assets under management, notes it has no account minimum for asset management, and may also recommend third‑party money managers.

The firm combines fundamental analysis with technical tools such as charting and employs both long‑ and short‑term strategies, with the ability to use margin and options writing when appropriate, while aligning portfolios to client Investment Policy Statements. Accounts are managed on a discretionary basis, reviewed at least monthly, and held with Charles Schwab as custodian; advisory fees are billed in arrears and may be deducted from client accounts with authorization.

Notable features include a formal relationship with DPL Financial Partners to provide insurance‑platform reviews and access to fixed, fixed‑indexed, and variable annuities, and that certain advisers are licensed insurance agents—conflicts the brochure discloses and describes procedures to manage. The firm also offers retirement plan 3(21) consulting, may pay estate‑planning or tax‑preparation services for clients on a case‑by‑case basis, does not vote client proxies, and does not charge performance‑based fees.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Third party money manager services

Expertise

Annuities Options & derivatives strategies Real estate investing

Fee options

Fixed

Financial Planning and Consulting Fee: $0 to $5,000; Retirement Plan Advisory and Consulting Fee: $0 to $50,000

Other

Minimum fee: Financial Planning and Consulting Fee: $0 to $5,000; Retirement Plan Advisory and Consulting Fee: $0 to $50,000

Main office location

Purewater Capital, LLC

2625 Whitmore St., Unit 121

Fort Worth TX 76107, United States

Number of offices

1

Most active in

Florida · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bezan M

Series 66

Fort Worth, TX

Purewater Capital, LLC

Bezan Morris is a financial advisor at Purewater Capital, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, INC., Chewy.com, and Amazon.com. Outside of his advisory role, he serves as Treasurer for Cowtown Warriors, a nonprofit organization based in Fort Worth, Texas. Purewater Capital serves individuals, employer-sponsored retirement plans, and business entities, offering discretionary asset management, financial planning, and consulting services. The firm employs both fundamental and technical analysis, utilizing a range of strategies including options writing and margin transactions, with a focus on ongoing portfolio supervision and project-based planning.

Annuities Options & derivatives strategies Real estate investing
user avatar

Corey S

Series 66

Fort Worth, TX

Purewater Capital, LLC

Corey Scott is a financial advisor with Purewater Capital, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Purewater Risk Management LLC, Pacific Advisory Capital Group, Bank of America, and Merrill. He serves as an advisory board member and chair of the program sub-committee at Lena Pope, a charitable organization in Fort Worth, Texas. Purewater Capital, LLC serves individuals, employer-sponsored retirement plans, and business entities, providing discretionary asset management, financial planning, retirement plan advisory, and third-party money manager recommendations. The firm employs a combination of fundamental and technical analysis with both long- and short-term strategies under discretionary authority tailored to each client’s investment policy.

Annuities Options & derivatives strategies Real estate investing
user avatar

Mark B

Series 63, Series 65

Fort Worth, TX

Purewater Capital, LLC

Mark Berry is a financial advisor with Purewater Capital, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been involved with Purewater Capital Management LLC since 2012 and also works with Purewater Risk Management LLC, where he sells insurance products. Purewater Capital serves individuals, including high net worth clients, employer-sponsored retirement plans, and business entities by providing discretionary asset management, financial planning, retirement plan advisory, and recommendations of third-party money managers. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term strategies under discretionary authority tailored to each client’s investment policy.

Annuities Options & derivatives strategies Real estate investing
user avatar

Timothy H

Series 66

Fort Worth, TX

Purewater Capital, LLC

Timothy Hatcher is a financial advisor at Purewater Capital, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Purewater Capital since 2019, following prior roles at Pacific Advisory Capital Group and Axa Advisors. Outside of his advisory work, Hatcher serves on the boards of Cowtown Warriors, a nonprofit supporting wounded and disabled veterans, and The Cliburn, an organization promoting classical piano, and he is the head tennis coach for the boys’ program at Fort Worth Country Day School. Purewater Capital serves individuals, employer-sponsored retirement plans, and business entities by providing discretionary asset management, financial planning, retirement plan advisory, and third-party money manager recommendations. The firm employs a combination of fundamental and technical analysis and uses both long- and short-term strategies, including options writing and margin transactions, under discretionary authority tailored to client investment policies.

Annuities Options & derivatives strategies Real estate investing
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