GFN Capital Management
Firm details
- Headquarters
- Richardson, Texas
- CRD number
- 139403
- Registered since
- July 8, 2026
- Website
- www.doctorsresource.com
- Custodians
- TRUST BASED CUSTODIAN
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI48.14%
- Pension & Profit Sharing Plans25.99%
- Individuals18.12%
- Corporations / Businesses6.7%
- Charitable Organizations1.04%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
GFN Capital Management is an LLC that registered with the SEC in 2026 and is owned by an individual principal. The firm serves both individual and family clients and institutional clients, delivering portfolio management for individuals and small businesses and providing pension consulting-related services. Its fee model includes percentage-of-AUM fees as well as subscription and fixed fees. The firm does not self-identify as an active ESG investor and is not a multi-state adviser according to the available filing. Industry relationships noted in filings include accountants, an insurance company, and pension consultants.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- State & Local Bonds7%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Sovereign Bonds1%
Owners & executives
1 of 1
Maurice Glazer
Chief Executive OfficerCRD 1241206
Contacts
3 of 4
Brandon Moore
Investment Advisory RepresentativeCRD 5447752
Frank Precht
Vice PresidentCRD 2636506

David Glazer
PresidentCRD 2494848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Richardson, TX
Dallas
Location
Richardson, TX
Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 300 N Coit Rd
- Time zone
- CT (UTC-6)
- Office locations
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