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| Keyboard |
| GVS Financial Group Inc
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|---|---|
| CRD # | 129337 |
| SEC # | 801-135584 |
| CIK # | |
| AUM | 118.0 M (2026-02-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-507-7955 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 7.9 |
| (b) Individuals (high net worth individuals) | 31 | 107.0 |
| (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 | 0.0 |
| (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 | 3 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 165 | 118.0 |
| By Discretionary | ||
| Discretionary | 140 | 89.4 |
| Non-Discretionary | 25 | 28.6 |
| Total | 165 | 118.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.0 | |
| Total | 165 | 118.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
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|
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|
LCV Management LP
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|
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|
Crosspoint Capital Strategies LLC
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|
One Life Financial Group Inc
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|
118.0 M | |
|
Ark Wealth Advisors LLC
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|
CA | 118.0 M |
|
Wealth Engineers LLC
✚
|
CO | 117.6 M |
|
Kinnamon & Associates Ltd II
✚
|
IL | 117.6 M |