PURPOSE CAPITAL MANAGEMENT, LLC
  • PURPOSE CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date 10/06/2026
Registration SEC, Approved, 10/08/2026
ADV Location DALLAS, TX, United States
Contact Info (97 xxxxxxx
Websites
AUM* 2,000,084,786
of that, discretionary 0
Number of Employees 6
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 181,825,890
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees