A complete list of active advisors currently associated with Purkiss Capital Advisors, LLC
Warmer can help you find a great advisor at Purkiss Capital Advisors, LLC or one who fits your needs even better.
Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients) and a range of institutional and household entities such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm also offers account aggregation and performance reporting through a third‑party vendor to provide a consolidated view of clients’ outside accounts and may engage sub‑advisers for portions of select client portfolios. The firm employs a fundamental analysis framework and constructs tailored portfolios primarily with mutual funds, ETFs, and individual debt and equity securities, emphasizing absolute returns within each client’s stated risk tolerance and objectives. Purkiss Capital monitors accounts regularly, adjusts allocations as client needs or market conditions change, and has added limited options strategies for hedging or income as part of its toolkit while selectively using sub‑advisers for specialized mandates. What is distinctive about Purkiss Capital compared with many team advisers is the firm’s scale relative to its advisory staff: the brochure reports roughly $842 million in discretionary assets under management alongside a small advisory team, resulting in an unusually high AUM per advisor. The firm also discloses formal affiliations with other registered advisers, the use of third‑party account aggregation services, and arrangements where sub‑advisers may bill for their services—features that are less common among similarly structured team firms.
To learn more about the advisors currently working at Purkiss Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ridgefield, CT
| 10
| |
Ridgefield, CT
| 5
| |
Ridgefield, CT
| 23
| |
Ridgefield, CT
| 24
|
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