# PURPOSE FIRST FINANCIAL, LLC

PURPOSE FIRST FINANCIAL, LLC of GRANTS PASS, OR is an SEC-registered investment adviser.

## Registration

- CRD: 316968
- Type: SEC-registered investment adviser
- Location: 820 NE 7TH ST, GRANTS PASS, OR, 97526
- Phone: 541-474-0824
- Latest filing: 2026-03-24
- Regulatory AUM: $60.5M
- Discretionary AUM: $59.2M
- Non-discretionary AUM: $1.3M
- Clients: 2
- Accounts: 426

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316968/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316968/similar
- Related entities: https://search.stillhousedata.com/firm/316968/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316968

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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.