Overview
Assets Under Management: $118 million
High-Net-Worth Clients: 31
Average Client Assets: $3 million
Frequently Asked Questions
GVS FINANCIAL GROUP, 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 #129337), GVS FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
GVS FINANCIAL GROUP, INC. serves 31 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, GVS FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GVS FINANCIAL GROUP, INC. manages $118 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, GVS FINANCIAL GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 165
Discretionary Accounts: 140
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 129337
Filing ID: 2042697
Last Filing Date: 2026-02-16 07:15:15