Overview
Assets Under Management: $149 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 63
Average Client Assets: $1.8 million
Frequently Asked Questions
PUREWATER CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166154), PUREWATER CAPITAL, LLC is subject to fiduciary duty under federal law.
PUREWATER CAPITAL, LLC is headquartered in FORT WORTH, TX.
PUREWATER CAPITAL, LLC serves 63 high-net-worth clients according to their SEC filing dated April 29, 2026. View client details ↓
According to their SEC Form ADV, PUREWATER CAPITAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PUREWATER CAPITAL, LLC manages $149 million in client assets according to their SEC filing dated April 29, 2026.
According to their SEC Form ADV, PUREWATER CAPITAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.66%
Average Client Assets: $1.8 million
Total Client Accounts: 512
Discretionary Accounts: 512
Regulatory Filings
CRD Number: 166154
Filing ID: 2076585
Last Filing Date: 2026-04-29 16:39:21