GERVAIS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2024

Total AUM

$156M

Discretionary

$143M

92% of AUM

Avg account

$861K

Accounts

181

Employees

Advisory reps

Firm details

Headquarters: WILSON, Wyoming
CRD number: 299347
Registered since: June 25, 2024
Website: gervaiscapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.44%
Individuals3.64%
Other3.27%
Charitable Organizations1.89%
Corporations / Businesses1.76%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Gervais Capital Management, LLC is an independently owned registered investment adviser that began SEC registration in 2024 and is structured as an LLC with individual ownership. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser or capital allocator.