G&S Capital LLC
Firm details
- Headquarters
- Englewood, Colorado
- CRD number
- 171033
- Registered since
- May 27, 2014
- Website
- gandscapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI76.27%
- Individuals22.97%
- Pension & Profit Sharing Plans0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
G&S Capital LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2014. The firm is owned by an individual and focuses on serving individuals and families rather than acting as a capital allocator or institutional manager. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are mixed: the firm charges a percentage of assets under management as well as hourly fees and other fee types. The firm does not identify as an active ESG investor and is not described as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities32%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds4%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Justin Soucie
Chief Executive Officer & Chief Investment OfficerCRD 4245339
Contacts
3 of 5
Louis Harris
Financial AdvisorCRD 5977773
April Horace
Senior Wealth AdvisorCRD 4439658
Scott Jensen
Wealth Planning SpecialistCRD 8017863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$266M in ETFs
76%
$201M
22%
$65.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $20.1M | 26,940 | 7.57% |
Location
Englewood, CO
Arapahoe
Location
Englewood, CO
Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 7887 E Belleview Ave
- Time zone
- MT (UTC-7)
- Office locations
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