PURPOSEPATH CAPITAL, LLC

PURPOSEPATH CAPITAL, LLC of QUINCY, IL is an SEC-registered investment adviser (CRD 315556). Regulatory assets under management: $63.0M.

Registration

• CRD: 315556
• Type: Registered investment adviser
• Location: 105 N 36TH STREET, QUINCY, IL, 62301
• Phone: 888-507-8158
• Latest filing: 2026-07-12
• Regulatory AUM: $63.0M
• Discretionary AUM: $63.0M
• Clients: 5
• Accounts: 360

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315556 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search