Overview
Assets Under Management: $317 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 113
Average Client Assets: $3 million
Frequently Asked Questions
GKV CAPITAL MANAGEMENT CO INC 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 #108767), GKV CAPITAL MANAGEMENT CO INC is subject to fiduciary duty under federal law.
GKV CAPITAL MANAGEMENT CO INC is headquartered in WALNUT CREEK, CA.
GKV CAPITAL MANAGEMENT CO INC serves 113 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, GKV CAPITAL MANAGEMENT CO INC offers portfolio management for individuals. View all service details ↓
GKV CAPITAL MANAGEMENT CO INC manages $317 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, GKV CAPITAL MANAGEMENT CO INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 383
Discretionary Accounts: 383
Regulatory Filings
CRD Number: 108767
Last Filing Date: 2025-02-26 00:00:00
Website: https://gkvcapital.com