Gbks LLC

Overview

Gbks LLC is a very small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and small-business owners, offering financial planning and discretionary portfolio management on a percentage-of-AUM fee basis. Investment activity is concentrated in public equities—exchange-traded instruments are the dominant allocation—and the adviser supplements core portfolios with selected alternative investments through third‑party managers. Gbks LLC is not an active ESG investor, does not present itself as a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices