Sanchez Gaunt Capital Management, LLC
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 336187
- Registered since
- May 14, 2025
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM
- Client types
- Individuals54.53%
- HNWI45.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sanchez Gaunt Capital Management, LLC is an independent, SEC-registered RIA organized as an LLC and registered in 2025. The firm bills itself as a capital allocator serving primarily individual and family clients through fee-based portfolio management and financial planning. Its written services include portfolio management for individuals and small businesses, institutional/business accounts, selection of third-party advisers, and educational offerings such as publications and workshops. The firm identifies as an active ESG investor and charges clients on a percentage-of-AUM fee schedule.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities33%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2
Jason Gaunt
COO & PartnerCRD 3159542
Jon Sanchez
CEO & Founding PartnerCRD 2418439
Contacts
2 of 2Jametriss Faggett
Registered Financial ProfessionalCRD 8086916
Eduardo Fletes
Senior Operations AssociateCRD 7513821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 138Active vs passive
$155M in ETFs
81%
$126M
11%
$29.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $6.2M | 10,367 | 3.98% |
Location
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 9160 Double Diamond Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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