GYGI CAPITAL MANAGEMENT

RIASEC Registered

Total AUM

$31.5M

Discretionary

$23.8M

76% of AUM

Avg account

$89.5K

Accounts

352

Employees

Advisory reps

Firm details

Headquarters: CEDAR HILLS, Utah
CRD number: 149662
Website: gygicapital.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals64.71%
Pension & Profit Sharing Plans24.5%
HNWI10.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Gygi Capital Management is an independent, corporation-structured registered investment adviser that functions as a capital allocator for both individual/family and institutional clients. The firm provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, institutional portfolio management, and pension consulting. It also operates in broker-dealer and insurance capacities as a registered representative and insurance broker. Its pricing blends asset‑based fees with hourly and fixed-fee arrangements. Gygi is not positioned as an ESG-focused or multi‑state adviser.