# David Luo

> David Luo is a fee-only financial advisor at Purkiss Capital Advisors in Ridgefield, Connecticut, who holds the CFA credential. Purkiss Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-luo/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Purkiss Capital Advisors
- **Based in:** Ridgefield, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $842.2M across 1,246 accounts
- **Credentials:** CFA
- **CRD:** 7203997 (https://adviserinfo.sec.gov/individual/summary/7203997)
- **SEC registration:** Investment adviser representative in CT, PA, TX
- **Exams passed:** Series 66 (2020)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.pcapadvisors.com

## Frequently asked questions

### Is David Luo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Purkiss Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Purkiss Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Luo based?

David Luo is based in Ridgefield, Connecticut.

### What credentials does David Luo hold?

David Luo holds the CFA credential.

### Is David Luo registered with the SEC?

Yes. David Luo is registered as an investment adviser representative in CT, PA and TX (CRD 7203997), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Purkiss Capital Advisors manage?

Purkiss Capital Advisors reports $842.2M across 1,246 accounts in assets under management.

### How do I contact David Luo?

Through David's website, www.pcapadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7203997): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.