CHRISTOPHER A. GAUN, CFE, CPA

Overview

Christopher A. Gaun, Cfe, Cpa operates as a sole proprietorship that primarily functions as a selector of other advisers rather than a multi-asset in-house investment manager. The business model is commission-based, which aligns more with brokerage-style placement and referral activity than with fee-for-service portfolio management. The firm lists its professional role as an accountant and identifies itself as a capital allocator, indicating it makes decisions about where client capital is directed but typically does so by engaging or recommending external managers. Investment activity centers on sourcing third-party managers and vehicles rather than building proprietary strategies. Christopher A. Gaun, Cfe, Cpa does not position itself as an ESG-driven adviser and does not operate across multiple states. The emphasis on selecting other advisers suggests the firm focuses on due diligence, manager selection and placement, with the end client receiving access to externally managed mutual funds and other pooled products through those relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices