PURTILL FINANCIAL LLC
CRD #133764 SEC #801-111854 HIGHLAND HEIGHTS, OH (440) 484-5340
SEC Registered
Total AUM
$190.4M
Discretionary
$0
Employees
4
Clients
101
Accounts
578
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PURTILL, DONALD, LEE | I | PRESIDENT, CCO | NA | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT, CCO | NA | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT & CEO | NA | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT & CEO | NA | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT & CEO | NA | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT & CEO | NA | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT, CCO | E | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT, CCO | E | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT, CCO | E | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT, CCO | E | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT, CCO | E | Control |
| PURTILL, DONALD, LEE | I | PRESIDENT, CCO | E | Control |
| GERACI, THOMAS, P | I | INVESTMENT ADVISOR | C | Control |
| GERACI, THOMAS, P | I | INVESTMENT ADVISOR | C | Control |
| GERACI, THOMAS, P | I | INVESTMENT ADVISOR & CCO | C | Control |
| GERACI, THOMAS, P | I | INVESTMENT ADVISOR & CCO | C | Control |
| GERACI, THOMAS, P | I | INVESTMENT ADVISOR & CCO | C | Control |
| GERACI, THOMAS, P | I | INVESTMENT ADVISOR & CCO | C | Control |
| PURTILL, CARLY, ANN | I | CONTROLLER AND INVESTMENT ADVISOR | C | Control |
| PURTILL, CARLY, ANN | I | CONTROLLER AND INVESTMENT ADVISOR | C | Control |
| PURTILL, CARLY, ANN | I | CONTROLLER AND INVESTMENT ADVISOR | C | Control |
| PURTILL, CARLY, ANN | I | CONTROLLER AND INVESTMENT ADVISOR | C | Control |
| PURTILL, CARLY, ANN | I | CONTROLLER AND INVESTMENT ADVISOR | C | Control |
| PURTILL, CARLY, ANN | I | CONTROLLER AND INVESTMENT ADVISOR | C | Control |
| PURTILL, MICHAEL, DONALD | I | INVESTMENT ADVISOR | C | Control |
| PURTILL, MICHAEL, DONALD | I | INVESTMENT ADVISOR | C | Control |
| PURTILL, MICHAEL, DONALD | I | INVESTMENT ADVISOR | C | Control |
| PURTILL, MICHAEL, DONALD | I | INVESTMENT ADVISOR | C | Control |
| PURTILL, MICHAEL, DONALD | I | INVESTMENT ADVISOR | C | Control |
| PURTILL, MICHAEL, DONALD | I | INVESTMENT ADVISOR | C | Control |
Registrations
Federal
IA
Sep 30, 2025 REGISTERED
Notice Filings (3)
FL OH TX
Address
22 ALPHA PARKHIGHLAND HEIGHTS, OH 44143-2208
United States
Phone: (440) 484-5340