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 registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients and bills on a percentage-of-AUM basis. It functions as a capital allocator, combining direct portfolio management and financial planning with selection of outside managers. Service offerings extend beyond portfolio management to financial planning, managing portfolios for small businesses and institutions, publishing investment-related material, and running educational seminars and workshops. The firm also identifies as an active ESG investor.
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 140Active vs passive
$174M in ETFs
80%
$140M
11%
$34.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $7.2M | 10,502 | 4.14% |
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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