GFN Capital Management

RIASEC & State Registered

Total AUM

$120M

Discretionary

$110M

92% of AUM

Avg account

$313K

Accounts

384

Employees

Advisory reps

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

FINTRX

Overview

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.