Gwblake & Company

Overview

Gwblake & Company is a small, owner-operated advisory firm focused on portfolio management for individual and family clients. The firm bills on a percentage-of-assets basis and operates with full discretionary authority over client accounts. Its stated investment preference is equities, with exchange-traded instruments forming the backbone of client portfolios. The firm is not positioned as an active ESG investor, is not registered as a multi-state adviser, and does not provide pension consulting. Given the scale and client mix, Gwblake & Company appears to run streamlined, equity-centric portfolios tailored to individuals and small businesses rather than institutional mandates. Custody is handled through Charles Schwab & Co., Inc., which supports the use of liquid, exchange-listed securities and ETFs as primary building blocks.

Assets & Accounts

Public Holdings

Location & Offices