Gargas Investments LLC

RIAState Registered
Total AUM
$8.8M
Discretionary
$8.8M
100% of AUM
Avg account
$239K
Accounts
37
Employees
1
Advisory reps
2

Firm details

Headquarters
Van Buren, Missouri
CRD number
323947
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals54.06%
  • HNWI45.94%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Gargas Investments LLC is an independent, Missouri-registered limited liability company owned by an individual adviser that provides financial planning and discretionary portfolio management for individuals, families, and small business owners. The firm charges clients via a mix of AUM-based fees, hourly engagements, and fixed-fee arrangements. Gargas presents itself as a small, client-focused RIA with a straightforward advisory scope — financial planning and portfolio management — and an affiliation with an insurance company. The firm does not describe itself as an ESG investor or a capital allocator and operates primarily within one state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Van Buren, MO

Carter

Location

Van Buren, MO

Headquartered in Van Buren, MO, in the Midwest of the United States.

Region
Midwest
County
Carter
Address
1977 Cabin Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth