# Purkiss Capital Advisors, LLC

> Purkiss Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 124324
- Filed as: PURKISS CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124324
- AdvisorCensus page: https://advisorcensus.com/firm/purkiss-capital-advisors-llc-124324

## Quick answers

**How is Purkiss Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Purkiss Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Purkiss Capital Advisors, LLC registered with the SEC or a state?**
Purkiss Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 124324.

**How much does Purkiss Capital Advisors, LLC manage?**
Purkiss Capital Advisors, LLC reports $842,154,244 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**How have Purkiss Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Purkiss Capital Advisors, LLC: Regulatory assets under management: $441,582,105 in the October 2021 data and $842,154,244 in the October 2026 data, up 91%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Purkiss Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (252); high net worth individuals (157).

**Which custodians does Purkiss Capital Advisors, LLC use?**
Purkiss Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Purkiss Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124324

**Does Purkiss Capital Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 25, 2026 says: "There is no minimum account size requirement for opening or maintaining an account with Purkiss Capital."

**What changed in Purkiss Capital Advisors, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 25, 2026)

- Account minimum: None

> There is no minimum account size requirement for opening or maintaining an account with Purkiss Capital.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $842,154,244
- Discretionary: $842,154,244
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 252 | $129,626,773 |
| High net worth individuals | 157 | $712,527,471 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (20 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, MA, MD, ME, NC, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Harrisburg, PA

### Websites listed on Form ADV (Item 1.I)
- [pcapadvisors.com](https://pcapadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $441,582,105 | 4 | February 1, 2021 |
| October 2022 | $492,397,537 | 6 | August 31, 2022 |
| October 2023 | $452,584,627 | 6 | September 12, 2023 |
| October 2024 | $514,181,672 | 7 | September 20, 2024 |
| October 2025 | $633,025,793 | 8 | May 23, 2025 |
| October 2026 | $842,154,244 | 8 | August 25, 2026 |

Regulatory assets under management: $441,582,105 in the October 2021 data and $842,154,244 in the October 2026 data, up 91%.
Total employees: 4 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in GA.

### March 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $633,025,793 to $842,154,244 (+33%).

### February 2026
- Registered or notice-filed in SC.

### December 2025
- Added an office in Harrisburg, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purkiss Capital Advisors, LLC (CRD 124324): Form ADV filing data as of October 2026.