PURVIS INVESTMENTS, INC.

PURVIS INVESTMENTS, INC. is an SEC-registered investment adviser (CRD 124996). Regulatory assets under management: $1.3M.

Registration

• CRD: 124996
• Type: Registered investment adviser
• Phone: 706-860-4846
• Latest filing: 2026-01-22
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124996 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search