Sanchez Gaunt Capital Management, LLC

RIASEC Registered
Total AUM
$286M
Discretionary
$286M
100% of AUM
Avg account
$166K
Accounts
1,725
Employees
5
Advisory reps
4

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

FINTRX

Overview

Sanchez Gaunt Capital Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2025. The firm operates as an LLC and serves primarily individual and family clients on a fee-for-service basis, charging a percentage of assets under management. Its advisory services span financial planning, portfolio management for individuals and small businesses as well as for larger business or institutional clients, selection of third‑party advisers, and investor education through newsletters and seminars. The firm describes itself as a capital allocator and reports active ESG investing as part of its approach. It also maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 33%, US Government Bonds 4%, Cash & Cash Equivalents 4%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities33%
  • US Government Bonds4%
  • Cash & Cash Equivalents4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 142

Active vs passive

$173M in ETFs

Passive

78%

$135M

Active

12%

$38M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$7.4M10,6224.31%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth