David Luo
Purkiss Capital Advisors · Ridgefield, Connecticut
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.
Request an introduction to David →
Facts
| Firm | Purkiss Capital Advisors |
|---|---|
| Based in | Ridgefield, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $842.2M across 1,246 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT, PA, TX · CRD 7203997 |
| Exams passed | Series 66 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pcapadvisors.com |
How David's firm compares
- Purkiss Capital Advisors's average account is about $676,000, from its Form ADV (assets managed divided by 1,246 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.