PurposePath Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PurposePath Capital provides discretionary and non‑discretionary portfolio management and separate financial planning and coaching to individuals, high‑net‑worth clients, entities and 401(k) plans, managing roughly $63 million for about 135 clients. Engagements can include direct asset management or delegated management to outside managers, and written financial plans are prepared using third‑party planning software.
The firm’s investment process is grounded in Modern Portfolio Theory, using mean‑variance optimization and dynamic financial analysis to set asset allocation and stress‑test models; portfolios typically employ diversified ETFs, mutual funds, equities, fixed income, and private funds. For larger or fixed‑income accounts PurposePath uses third‑party model portfolios and bond‑ladder programs (contracted with outside managers) and conducts ongoing monitoring and rebalancing guided by strategic and tactical allocation choices.
PurposePath is owner‑held through a separate legal entity and operates with a small advisory team, a structure that can result in more direct oversight and individualized implementation compared with larger firms. The firm’s adviser is also licensed to sell insurance and the brochure discloses potential conflicts from commissions and profit‑sharing on certain private investments, along with written policies and disclosures intended to manage those conflicts.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Services and Coaching Services offered as an annual packaged fixed fee generally starting at $2,500 annually, negotiable.
$0 - $250,000: 1.50% $250,000.01 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: 0.75% $2,000,000.01 - $5,000,000: 0.50% $5,000,000.01 - Negotiable: Negotiable
Not specifically stated, but SEC Part 1 reports hourly charges; no exact fee provided in brochure.
Main office
See office105 N 36th Street
Quincy IL 62301
Advisors at this office
1
Offices (2)
Most active in
Illinois · Missouri · Texas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
Quick links
Advisors at this firm
Michael D
CFP®, Series 66
Quincy, IL
PurposePath Capital, LLC
Michael Disalvo is a CFP® with 16 years of industry experience, currently serving as an advisor at PurposePath Capital, LLC since 2021. He previously worked at Krilogy Financial for 10 years. Disalvo is co-owner of PPC Tax, LLC, a tax preparation firm based in Quincy, IL. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for around 135 clients. The firm employs a Modern Portfolio Theory-based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds.
Benjamin H
Series 63, Series 65
O'Fallon, MO
PurposePath Capital, LLC
Benjamin Harris is a financial advisor at PurposePath Capital, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Harris is also involved in insurance sales through a separate business, offering annuity and life insurance products. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for about 135 clients. The firm employs a Modern Portfolio Theory–based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds, with a focus on direct oversight and individualized implementation.
Nicholas T
CFA®, Series 63, Series 66
O'Fallon, MO
PurposePath Capital, LLC
Nicholas Troiani is a CFA® charterholder and financial advisor at PurposePath Capital, LLC with five years of industry experience. He previously worked at Saxony Capital Management, Saxony Securities, Inc., Edward Jones, and Wells Fargo. Outside of his advisory role, Troiani is involved in managing several real estate businesses as a part owner and managing partner. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans. The firm employs a modern portfolio theory-based investment approach using diversified ETFs, mutual funds, equities, fixed income, and private funds, and offers both discretionary and non-discretionary management through a small advisory team.
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