# PURPOSE1ST Financial

> PURPOSE1ST Financial is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 339089
- Filed as: PURPOSE1ST FINANCIAL
- Legal name: PURPOSE1ST
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339089
- AdvisorCensus page: https://advisorcensus.com/firm/purpose1st-financial-339089

## Quick answers

**How is PURPOSE1ST Financial compensated?**
On its Form ADV (Item 5.E, October 2026), PURPOSE1ST Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is PURPOSE1ST Financial registered with the SEC or a state?**
PURPOSE1ST Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339089.

**How much does PURPOSE1ST Financial manage?**
PURPOSE1ST Financial reports $143,000 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (100% discretionary).

**Does PURPOSE1ST Financial 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/339089

## 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: $143,000
- Discretionary: $143,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $143,000 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $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) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- purpose1st.co
- LinkedIn @jamellecornley
- LinkedIn @makinley-cornley-cramer-1a3705220

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PURPOSE1ST Financial (CRD 339089): Form ADV filing data as of October 2026.