PURPOSE1ST FINANCIAL

PURPOSE1ST FINANCIAL is an SEC-registered investment adviser (CRD 339089). Regulatory assets under management: $143K.

Registration

• CRD: 339089
• Type: Registered investment adviser
• Phone: 614-467-0617
• Latest filing: 2026-05-20
• Regulatory AUM: $143K
• Discretionary AUM: $143K
• Clients: 2
• Accounts: 4

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339089 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search