$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
34 yrs Firm Age
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- Custodian
- Guggenheim ยท Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-1992
- Office Locations
- 1
Office Locations
-- Martinez GA
About Purvis Investments, Inc.
Purvis Investments, Inc. is an owner-led, single-advisor RIA in Martinez, GA serving retail clients. The firm provides portfolio construction, insurance planning, and tax planning, with portfolios implemented primarily through public funds (mutual funds). Custody includes Security Benefit.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$64.1K AVG AUM / CLIENT
29.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EULON FRANCIS PURVIS JR.
Owner, President
- CRD
- #2187545
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,281,661 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,281,661 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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