# PURPOSE1ST FINANCIAL

PURPOSE1ST FINANCIAL is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** purpose1st.co
- **LinkedIn:** https://www.linkedin.com/company/makinley-cornley-cramer-1a3705220

## Regulatory record

- **CRD number:** 339089
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339089

## About

PURPOSE1ST FINANCIAL is a state-registered investment adviser. The firm manages approximately $143,000 in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at PURPOSE1ST FINANCIAL?

No principal or investment decision-maker is publicly named for PURPOSE1ST FINANCIAL. The firm's leadership structure is not disclosed.

### What investment strategy does PURPOSE1ST FINANCIAL employ?

The firm's investment strategy is not publicly documented. No asset-class mix, stage focus, or direct deal activity is confirmed.

### Does PURPOSE1ST FINANCIAL have a known website or LinkedIn presence?

No official website or LinkedIn profile can be reliably attributed to the firm. The firm's digital footprint is absent from standard databases.

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- [VAULT FIDUCIARY LLC](https://altss.com/profile/vault-fiduciary-llc)
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Last updated: 2026-07-11T12:14:57.000Z

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