Purewater Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$149,496,644
Clients
232
Advisors
4
of 5 employees
About
Purewater Capital, LLC provides discretionary asset management, financial planning, retirement‑plan advisory and consulting services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and other business entities. As of December 31, 2025 the firm reported $149,496,644 in discretionary assets under management, notes it has no account minimum for asset management, and may also recommend third‑party money managers.
The firm combines fundamental analysis with technical tools such as charting and employs both long‑ and short‑term strategies, with the ability to use margin and options writing when appropriate, while aligning portfolios to client Investment Policy Statements. Accounts are managed on a discretionary basis, reviewed at least monthly, and held with Charles Schwab as custodian; advisory fees are billed in arrears and may be deducted from client accounts with authorization.
Notable features include a formal relationship with DPL Financial Partners to provide insurance‑platform reviews and access to fixed, fixed‑indexed, and variable annuities, and that certain advisers are licensed insurance agents—conflicts the brochure discloses and describes procedures to manage. The firm also offers retirement plan 3(21) consulting, may pay estate‑planning or tax‑preparation services for clients on a case‑by‑case basis, does not vote client proxies, and does not charge performance‑based fees.
Client services
Expertise
Fee options
Financial Planning and Consulting Fee: $0 to $5,000; Retirement Plan Advisory and Consulting Fee: $0 to $50,000
Minimum fee: Financial Planning and Consulting Fee: $0 to $5,000; Retirement Plan Advisory and Consulting Fee: $0 to $50,000
Main office
2625 Whitmore St., Unit 121
Fort Worth TX 76107
Advisors at this office
4
Most active in
Florida · Nebraska · Texas
Also doing business as
Purewater Capital, LLC · Razor Asset Management LLC · Razor Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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