# Purpose First Financial, LLC

> Purpose First Financial, LLC is a state-registered investment advisory firm in Grants Pass, OR, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 316968
- Filed as: PURPOSE FIRST FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grants Pass, OR
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316968
- AdvisorCensus page: https://advisorcensus.com/firm/purpose-first-financial-llc-grants-pass-or-316968

## Quick answers

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

**Where is Purpose First Financial, LLC located?**
Purpose First Financial, LLC's principal office is in Grants Pass, OR, according to its Form ADV.

**Is Purpose First Financial, LLC registered with the SEC or a state?**
Purpose First Financial, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316968.

**How much does Purpose First Financial, LLC manage?**
Purpose First Financial, LLC reports $60,534,892 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (98% discretionary).

**What types of clients does Purpose First Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (31); corporations or other businesses not listed above (1).

**Does Purpose First Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316968

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,534,892
- Discretionary: $59,241,156
- Non-discretionary: $1,293,736

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $28,264,343 |
| High net worth individuals | 31 | $32,169,710 |
| 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 | Fewer than 5 | $100,839 |
| 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 | 1 | Not reported |
| 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)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purpose First Financial, LLC (CRD 316968): Form ADV filing data as of October 2026.