Rule 204-3 of the Investment Advisers Act of 1940 requires us to make available to you the latest version of our Form ADV Part II, a disclosure "brochure" which has been prepared in accordance with applicable federal and/or state regulations.
This document contains information related to the nature of our business, including basic operations, services offered, fees charged, types of clients advised, educational and business backgrounds of associates, and other business activities of the firm.
To request our ADV disclosure brochure please click here
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PRIMORIS CAPITAL MANAGEMENT, LLC, an SEC Registered Investment Advisor, is an Independent firm and receives no compensation from any corporations, brokerage houses, organizations or special interest groups by making recommendations to purchase any of the investment products utilized.
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Primoris Capital Management, LLC may only transact business in a client’s state of residence if first registered, excluded or exempted from registration in the client’s state. The rendering of personalized investment advice for compensation will not be made absent compliance with these investment advisor registration requirements.
All of the content on this site is for information purposes only. While Primoris Capital Management, LLC uses reasonable efforts to obtain information from sources which it believes to be reliable, Primoris Capital Management, LLC makes no representation that the information or opinions contained on it's website are accurate, reliable, or complete.
Nothing contained on the Primoris Capital Management, LLC website constitutes investment, financial, legal, tax, or other advice, nor is it to be relied on in making an investment or other decision. Specific advice is given only within the context of our contractual agreements with each client.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s or prospective client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available.on this Website serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional.
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Custodial Relationship
Primoris Capital does not take custody of any client securities or funds. All assets are held by third-party custodians such as banks and securities brokerage firms in the name of the client. The firm operates under a contract granting it the discretionary authority to make trades and other transactions in a clients’ account. We receive no commission for these trades.
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PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS
The returns of individual portfolios can differ due to such factors as portfolio composition, the timing of client cash flows in and out of the portfolio and the date on which the initial portfolio is assembled.
No current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly in this brochure, will be profitable or equal to corresponding indicated performance levels.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC. Members NYSE, SIPC .
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