GAP Financial Services Or Gap Financial

Overview

GAP Financial Services is an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm serves both individual and family clients as well as institutional relationships, and it positions itself as a capital allocator—using in-house portfolio management alongside the selection of outside advisers when needed. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers for specialized mandates. Investment preferences tilt toward equities, with exchange-traded instruments playing a central role in portfolio construction. The firm charges a mix of fees (percentage of AUM, hourly and fixed fees), operates primarily through discretionary management, and is not identified as an active ESG investor. Its service model supports both traditional wealth management and the outsourcing of specialist strategies to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices