Richard Purkiss
Purkiss Capital Advisors · Ridgefield, Connecticut
Richard Purkiss is a fee-only financial advisor at Purkiss Capital Advisors in Ridgefield, Connecticut, who holds the CFP credential. Purkiss Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 1234195 |
| Exams passed | Series 63 (1994) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pcapadvisors.com |
How Richard's firm compares
- Purkiss Capital Advisors's average account is about $676,000, from its Form ADV (assets managed divided by 1,246 accounts).
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Questions about Richard
Is Richard Purkiss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard 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 Richard charge for financial advice?
Richard's firm, Purkiss Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Purkiss based?
Richard Purkiss is based in Ridgefield, Connecticut.
What credentials does Richard Purkiss hold?
Richard Purkiss holds the CFP credential.
Is Richard Purkiss registered with the SEC?
Yes. Richard Purkiss is registered as an investment adviser representative in CT and TX (CRD 1234195), 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 Richard Purkiss?
Through Richard'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.
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