Purvis Investments, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,281,661
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$64,083
About
Purvis Investments provides personalized investment advisory services to individual clients, offering discretionary portfolio management and a separate market timing service alongside advice focused on mutual funds. Services are tailored to each client's stated objectives and risk tolerance, with ongoing monitoring and portfolio rebalancing.
The firm emphasizes technical analysis and a proprietary timing system intended to assess market direction and guide asset reallocations, and it may use short-term trading tactics when considered suitable. Portfolios are implemented primarily through selected mutual funds, with the adviser exercising discretion to select and trade funds on clients’ behalf.
Distinctive features include the firm’s explicit, ongoing use of market timing as a core component of its service offering — a practice that is uncommon among independent advisers — and its operational reliance on a specific mutual-fund distributor and custodial arrangement for trade execution. The firm manages a small number of individual accounts, which the brochure indicates allows for direct oversight but also means strategies are applied at a modest scale.
Client services
Portfolio management
Market timing
Expertise
Passive / index investing
Fee options
$20 per month subscription fee for market timing service if assets under management are less than $25,000; market timing service free for clients with more than $25,000 AUM
$0 - $100,000: 2% annually $100,000 - $500,000: 1.5% annually $500,000+: 1% annually
Account minimum: $15,000
Main office location
Purvis Investments, Inc.
Martinez GA, United States
Number of offices
1
Most active in
Purvis Investments, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
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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