GFG Capital

RIASEC Registered

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 that has been SEC-registered since 2003. The firm operates as a limited liability company and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Revenue is derived from a mix of percentage-of-AUM fees, hourly charges, fixed fees, and performance-based fees. GFG Capital also maintains industry roles beyond advice, including affiliations as a broker-dealer sponsor, general partner, and managing member of pooled investment vehicles.