Overview
Assets Under Management: $4.9 billion
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 84
Average Client Assets: $1.0 million
Frequently Asked Questions
G10 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 #322876), G10 LLC is subject to fiduciary duty under federal law.
G10 LLC is headquartered in HUNT VALLEY, MD.
G10 LLC serves 84 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, G10 LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
G10 LLC manages $4.9 billion in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, G10 LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.71%
Average Client Assets: $1.0 million
Total Client Accounts: 179
Discretionary Accounts: 177
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 322876
Filing ID: 2072379
Last Filing Date: 2026-03-30 16:33:09