|
⚲
|
| G&S Capital LLC
✚
|
|
|---|---|
| CRD # | 171033 |
| SEC # | 801-79801 |
| CIK # | 0001731448 |
| AUM | $475.6 M (2026-05-01) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 303-773-8000 |
| Address | 7887 E Belleview Ave Denver, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.7 | ||
| Apple Inc | 5.4 | ||
| Nvidia Corp | 4.8 | ||
| Chevron Corp | 4.7 | ||
| Caterpillar Inc | 4.6 | ||
| AbbVie Inc | 4.6 | ||
| Citigroup Inc | 3.7 | ||
| Micron Technology Inc | 3.7 | ||
| J P Morgan Chase & Co | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 109.3 |
| (b) Individuals (high net worth individuals) | 157 | 362.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,265 | 475.6 |
| By Discretionary | ||
| Discretionary | 1,236 | 463.1 |
| Non-Discretionary | 29 | 12.5 |
| Total | 1,265 | 475.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 474.7 | |
| Total | 1,265 | 475.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731448] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Elmwood Wealth Management Inc
✚
|
CA | 0.5 |
|
Midatlantic Capital Management Inc
✚
|
VA | 0.5 |
|
RFG Holdings Inc
✚
|
TX | 0.5 |
|
MBM Wealth Consultants LLC
✚
|
MO | 0.5 |
|
Arborstone Financial LLC
✚
|
MA | 0.5 |
|
Oneascent Wealth Management LLC
✚
|
AL | 0.5 |
|
Trueblood Wealth Management LLC
✚
|
OH | 0.5 |
|
Markowski Brothers Holding Corporation
✚
|
0.5 | |
|
Spielberger & Brooks Inc
✚
|
NY | 0.5 |
|
Juncture Wealth Strategies LLC
✚
|
AZ | 0.5 |