Gfg Capital, LLC is a large advisory firm based in Miami. It manages $771.45 million of regulatory assets for 415 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, New York, and Texas.
Gfg Capital provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gfg Capital, LLC is $771.45 million. The firm's AUM has grown by 426% since the beginning of its operation, and $547.95 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Gfg Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Gfg Capital is high net worth individuals with 142 clients and $670.59 million of assets under management. Among the 10 most similar advisory firms, Gfg Capital has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $771.45 million for 160 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 64% of the firm’s clients are foreign persons or businesses.
Gfg Capital doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Gfg Capital, LLC performs its advisory services is located at 701 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-810-6500 or by fax 305-810-6501. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at gfgcapital.com/.