GFG CAPITAL

RIASEC RegisteredEst. 2003

Total AUM

$1B

Discretionary

$905M

89% of AUM

Avg account

$1.4M

Accounts

707

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 128059
Registered since: August 22, 2003
Website: gfgcapital.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses64.05%
HNWI35.42%
Pension & Profit Sharing Plans0.31%
Individuals0.22%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

GFG Capital is an independent registered investment adviser founded in 2003 that operates as a capital allocator for high-net-worth individuals, families and institutions. The firm focuses on equity-centric portfolios, with a clear preference for exchange-traded equities, and combines discretionary portfolio management with selective use of outside managers. Its advisory services include portfolio management for individuals and small businesses, portfolio management for institutional clients, and the selection of other advisers when third‑party expertise is needed. Fee structures are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee and performance-based arrangements, reflecting a willingness to tailor pricing to client needs and engagement models. The firm is not an active ESG investor and is structured as a domestic limited liability company owned by an individual. In addition to advisory work, GFG Capital has industry roles that include acting as a sponsor, general partner and managing member of pooled investment vehicles, and it maintains broker-dealer affiliations in support of those activities.