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Purpose Capital Management, LLC registers with the SEC (Dallas, TX)
New SEC-registered adviser · CRD 343181 · 801-137211 · effective 2026-10-08
Effective 2026-10-08. 6 employees (6 advisory), $2B regulatory AUM across 11 accounts. Notice-filed in TX. Limited Liability Company (WY).
Has custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance