# Purtill Financial LLC

> Purtill Financial LLC is an SEC-registered investment advisory firm in Highland Heights, OH, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 133764
- Filed as: PURTILL FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Highland Heights, OH
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133764
- AdvisorCensus page: https://advisorcensus.com/firm/purtill-financial-llc-highland-heights-oh-133764

## Quick answers

**How is Purtill Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Purtill Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Purtill Financial LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Hourly rate: $150 an hour (Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Purtill Financial LLC located?**
Purtill Financial LLC's principal office is in Highland Heights, OH, according to its Form ADV.

**Is Purtill Financial LLC registered with the SEC or a state?**
Purtill Financial LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 133764.

**How much does Purtill Financial LLC manage?**
Purtill Financial LLC reports $207,051,882 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**How have Purtill Financial LLC's assets and staff changed since 2021?**
In the Form ADV data for Purtill Financial LLC: Regulatory assets under management: $158,065,817 in the October 2021 data and $207,051,882 in the October 2026 data, up 31%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Purtill Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (76); charitable organizations (1).

**Which custodians does Purtill Financial LLC use?**
Purtill Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Purtill 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 SEC record: https://adviserinfo.sec.gov/firm/summary/133764

**Does Purtill Financial LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "We have no minimum account size."

**What changed in Purtill Financial LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: None

> We have no minimum account size.

- Hourly rate: $150 an hour (Consulting services)

> Consulting services are provided on an hourly basis of $150 per hour. All consulting fees are due quarterly in arrears.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $207,051,882
- Discretionary: $0
- Non-discretionary: $207,051,882

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $43,300,869 |
| High net worth individuals | 76 | $163,519,311 |
| Charitable organizations | 1 | $231,702 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- purtillfinancial.com
- LinkedIn @purtill-financial-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $158,065,817 | 4 | March 10, 2021 |
| October 2022 | $182,501,617 | 4 | January 19, 2022 |
| October 2023 | $157,363,432 | 4 | January 20, 2023 |
| October 2024 | $166,488,910 | 4 | January 19, 2024 |
| October 2025 | $190,412,356 | 4 | July 28, 2025 |
| October 2026 | $207,051,882 | 5 | March 11, 2026 |

Regulatory assets under management: $158,065,817 in the October 2021 data and $207,051,882 in the October 2026 data, up 31%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purtill Financial LLC (CRD 133764): Form ADV filing data as of October 2026.