Gervais Capital Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$156M

Discretionary

$143M

92% of AUM

Avg account

$861K

Accounts

181

Employees

Advisory reps

Firm details

Headquarters: Wilson, Wyoming
CRD number: 299347
Registered since: June 25, 2024
Website: gervaiscapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI89.44%
Individuals3.64%
Other3.27%
Charitable Organizations1.89%
Corporations / Businesses1.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Gervais Capital Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm provides a mix of financial planning and portfolio management across individual and pooled-client relationships, and it also lists pension consulting among its advisory services. Gervais acts in sponsor/GP/manager roles for pooled vehicles, indicating it both advises and sometimes directly manages private investment structures. Its client base spans individuals and families as well as institutional clients. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.