Overview
Assets Under Management: $249 million
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 51
Average Client Assets: $2.2 million
Frequently Asked Questions
GALLIOTT CAPITAL ADVISORS, 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 #313094), GALLIOTT CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
GALLIOTT CAPITAL ADVISORS, LLC is headquartered in BEVERLY HILLS, CA.
GALLIOTT CAPITAL ADVISORS, LLC serves 51 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, GALLIOTT CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GALLIOTT CAPITAL ADVISORS, LLC manages $249 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, GALLIOTT CAPITAL ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.49%
Average Client Assets: $2.2 million
Total Client Accounts: 113
Discretionary Accounts: 82
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 313094
Filing ID: 2057083
Last Filing Date: 2026-03-31 17:32:41