P
Purpose Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Purpose Capital LLC provides fee-based fiduciary financial guidance targeted to self-directed (DIY) investors, serving individuals, high-net-worth individuals, couples, and families. Its service set includes strategic financial planning, retirement preparation, debt reduction and cash flow management, general financial consulting, and financial education.
The firm’s investment philosophy is grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, favoring strategic asset allocation and a passive, long-term approach that relies on low-cost mutual funds and ETFs. Purpose Capital does not execute transactions or custody client assets; clients implement recommendations themselves and engagements are structured as one-time planning, ongoing subscription maintenance, or project-based consultations.
Purpose Capital’s brochure highlights several features that distinguish it from peers: it publishes an educational newsletter titled “Purpose & Pennies: Path to Financial Freedom” and offers seminars and workshops (which may be free or fee-based). The firm employs a hybrid fee model that includes fixed and hourly billing options—less common among similar firms—and it does not act as a private fund adviser, accept discretionary authority, or maintain custody of client assets.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Retirement withdrawal strategies
Cash flow / budgeting
Occupation focus
Self-Employed
Fee options
$250 per hour for special projects as-needed consulting
$150 - $300 per period (frequency and billing schedule defined in Client Advisory Agreement)
Fee-only: Fixed fees ranging from $2,000 - $3,500 for onboarding phase; subscription fees from $150 - $300 per period; hourly fees at $250 per hour;
Main office location
Purpose Capital LLC
Goochland VA, United States
Number of offices
1
Most active in
Purpose Capital LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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