$842.2M Total AUM
$842.2M Disc. AUM
16.6% 3Y CAGR
8 Employees
409 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-15-2003
- Office Locations
- 3
Office Locations
409 North Second Street Harrisburg PA
-- Ridgefield CT
-- Sharon MA
About Purkiss Capital Advisors, LLC
Purkiss Capital Advisors is an independent, fee-only RIA providing fiduciary financial planning and disciplined, adaptable portfolio management for retail clients. The team emphasizes experienced, noise-resistant decision-making across market cycles and does not sell products or earn commissions. Client assets are custodied with platforms such as Fidelity/NFS and Vanguard.
Team overview
54 AVG AGE
$210.5M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
9.3 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
R
RICHARD ALLEN PURKISS JR
Chief Compliance Officer, Founder, Managing Member
- CRD
- #1234195
- Ownership
- 75% or more
Available
Available
Available
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DAVID YI LUO
--
- CRD
- #7203997
Available
Available
Available
T
THOMAS PATRICK SNAYD
Senior Advisor
- CRD
- #3008088
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $842,154,244 | $675,886 |
| Non-Discretionary | $0 | -- |
| Total | $842,154,244 | $675,886 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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