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, individual-owned registered investment adviser that filed for SEC registration in 2014. The firm serves individual and family clients and offers fee arrangements that include a percentage of assets under management, hourly charges and other fee types. Core advisory services listed in its disclosures include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify itself as an active ESG investor and is not presented as a multi-state adviser in the snapshot data.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$261M in ETFs
76%
$198M
21%
$63.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $20.9M | 27,384 | 8.00% |
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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