HIGHLAND HEIGHTS, OHCRD 133764Latest ADV March 11, 2026
Purtill Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Highland Heights, OH. Its latest Form ADV filing, dated March 11, 2026, reports $207M in regulatory assets under management, 5 employees, 4 offices, and 555 accounts.
Assets Under Management
$207M
Employees
5
Offices
4 offices
Total Clients
163
Primary office
HIGHLAND HEIGHTS, OH
22 ALPHA PARK, HIGHLAND HEIGHTS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.8% of total clients.
Top client categories% of clientsClients
1
Individuals
52.8%
86
2
HNWI
46.6%
76
3
Charitable
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of March 11, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$207M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$207M
Total Accounts555
10Y AUM Change+$96M (+86.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.