Purkiss Capital Advisors, LLC

Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients) as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management across mutual funds, ETFs, and individual debt and equity securities, and supplements advisory work with account aggregation and standalone consulting reviews.

The firm follows a fundamental-analysis process that emphasizes absolute-return objectives and tailors asset allocation and risk profiles to client-specific factors such as age, income needs, dependents, and investment experience; portfolios are monitored regularly and rebalanced as needed. Purkiss Capital recently updated its methodology to incorporate options strategies on a limited basis for hedging, income generation, or tactical positioning, and it documents reviews at least quarterly or upon material client changes.

Purkiss Capital discloses $842,154,244 in discretionary assets under management and operates with a small advisory staff, yielding a notably high AUM-per-advisor profile compared with many team firms. The firm also reports a material relationship with other investment adviser entities, uses third‑party account aggregation services, and—when appropriate—engages sub‑advisers for select mandates, reflecting an operational model that blends boutique advisory oversight with affiliated and outsourced resources.