Overview
Assets Under Management: $389 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 146
Average Client Assets: $2 million
Frequently Asked Questions
G&S CAPITAL 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 #171033), G&S CAPITAL LLC is subject to fiduciary duty under federal law.
G&S CAPITAL LLC is headquartered in DENVER, CO.
G&S CAPITAL LLC serves 146 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, G&S CAPITAL LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
G&S CAPITAL LLC manages $389 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, G&S CAPITAL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,164
Discretionary Accounts: 1,147
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 171033
Filing ID: 2026123
Last Filing Date: 2025-11-06 16:18:10
Website: 0