GARGAS INVESTMENTS LLC

Overview

Gargas Investments LLC is a small, owner-operated independent registered investment adviser that serves individuals and families, and provides portfolio management for small businesses. The firm combines financial planning with discretionary portfolio management and charges clients through a mix of percentage-of-assets, hourly fees and fixed fees. Filings indicate a clear tactical preference for publicly traded equities as the primary vehicle for client portfolios, while the firm maintains the capacity to place qualified clients into private placements when appropriate. Gargas Investments is not positioned as a capital allocator or a multi-state ESG specialist; it also has an affiliation with an insurance company that supports its broader client service offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices