# Purposepath Capital, LLC

> Purposepath Capital, LLC is a state-registered investment advisory firm in Quincy, IL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 12, 2026.

- CRD: 315556
- Filed as: PURPOSEPATH CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Quincy, IL
- Filing period: October 2026
- Form ADV filing dated: July 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315556
- AdvisorCensus page: https://advisorcensus.com/firm/purposepath-capital-llc-quincy-il-315556

## Quick answers

**How is Purposepath Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Purposepath Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Purposepath Capital, LLC located?**
Purposepath Capital, LLC's principal office is in Quincy, IL, according to its Form ADV.

**Is Purposepath Capital, LLC registered with the SEC or a state?**
Purposepath Capital, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315556.

**How much does Purposepath Capital, LLC manage?**
Purposepath Capital, LLC reports $62,998,932 in regulatory assets under management in its Form ADV filing dated July 12, 2026 (100% discretionary).

**What types of clients does Purposepath Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (19).

**Does Purposepath Capital, 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/315556

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $62,998,932
- Discretionary: $62,998,932
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 116 | $30,107,826 |
| High net worth individuals | 19 | $32,891,106 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- omny.fm/shows/retirement-salsa-spicing-up-your-financial-future/playlists/podcast
- open.spotify.com/show/0SGF5oU59GigBTDfIMJisV
- podcasts.apple.com/us/podcast/retirement-salsa-spicing-up-your-financial-future/id1842853735
- purposepathcapital.com
- Instagram @purposepathcapital
- LinkedIn @purposepath-capital-llc
- YouTube @purposepath-capital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purposepath Capital, LLC (CRD 315556): Form ADV filing data as of October 2026.