# Purvis Investments, Inc.

> Purvis Investments, Inc. is a state-registered investment advisory firm, registered since 1992, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 124996
- Filed as: PURVIS INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124996
- AdvisorCensus page: https://advisorcensus.com/firm/purvis-investments-inc-124996

## Quick answers

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

**Is Purvis Investments, Inc. registered with the SEC or a state?**
Purvis Investments, Inc. is a state-registered investment advisory firm, registered since 1992. Status as filed: APPROVED. CRD 124996.

**How much does Purvis Investments, Inc. manage?**
Purvis Investments, Inc. reports $1,281,661 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Purvis Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Purvis Investments, Inc. 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/124996

## 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: $1,281,661
- Discretionary: $1,281,661
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $1,281,661 |

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

### Firm details
- Registered since: 1992 (34 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- purvisinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purvis Investments, Inc. (CRD 124996): Form ADV filing data as of October 2026.