G&S CAPITAL LLC
Firm details
- Headquarters
- ENGLEWOOD, Colorado
- CRD number
- 171033
- Registered since
- May 27, 2014
- Website
- gandscapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI76.27%
- Individuals22.97%
- Pension & Profit Sharing Plans0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
G&S Capital LLC is an independent, owner-managed registered investment adviser organized as an LLC and registered in 2014. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing includes percentage-of-AUM fees as well as hourly and other fee arrangements. The adviser does not identify as an active ESG investor and is not operating as a multi-state adviser per its filing; it is also marked as not acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities32%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds4%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1JUSTIN SOUCIE
Chief Executive Officer & Chief Investment OfficerCRD 4245339
Contacts
3 of 5LOUIS HARRIS
Financial AdvisorCRD 5977773
APRIL HORACE
Senior Wealth AdvisorCRD 4439658
Scott Jensen
Wealth Planning SpecialistCRD 8017863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$203M in ETFs
77%
$156M
20%
$46.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $17.3M | 26,552 | 8.51% |
Location
ENGLEWOOD, CO
ARAPAHOE
Location
ENGLEWOOD, CO
Headquartered in ENGLEWOOD, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 7887 E Belleview Ave
- Time zone
- MT (UTC-7)
- Office locations
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