# PURTILL FINANCIAL LLC

PURTILL FINANCIAL LLC of HIGHLAND HEIGHTS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 133764
- Type: SEC-registered investment adviser
- SEC file number: 801-111854
- Location: 22 ALPHA PARK, HIGHLAND HEIGHTS, OH, 44143-2208
- Phone: (440) 484-5340
- Latest filing: 2026-03-11
- Regulatory AUM: $207.1M
- Non-discretionary AUM: $207.1M
- Clients: 5
- Accounts: 555

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Donald Lee Purtill | PRESIDENT & CEO; PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| Thomas P Geraci | INVESTMENT ADVISOR & CCO | — |
| Michael Donald Purtill | INVESTMENT ADVISOR | — |
| Carly Ann Purtill | CONTROLLER AND INVESTMENT ADVISOR | — |
| PURTILL DONALD LEE | PRESIDENT, CCO; PRESIDENT & CEO | — |
| GERACI THOMAS P | INVESTMENT ADVISOR; INVESTMENT ADVISOR & CCO | — |
| PURTILL MICHAEL DONALD | INVESTMENT ADVISOR | — |
| PURTILL CARLY ANN | CONTROLLER AND INVESTMENT ADVISOR | — |
| Thomas P. Geraci | INVESTMENT ADVISOR & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133764/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133764/similar
- Related entities: https://search.stillhousedata.com/firm/133764/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133764

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.