GFN Capital Management

RIASEC RegisteredEst. 2026
Total AUM
$120M
Discretionary
$110M
92% of AUM
Avg account
$313K
Accounts
384
Employees
5
Advisory reps
5

Firm details

Headquarters
Richardson, Texas
CRD number
139403
Registered since
July 8, 2026
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, State & Local Bonds 7%, Cash & Cash Equivalents 5%, US Government Bonds 1%, Sovereign Bonds 1%86%
  • Exchange Traded Equities86%
  • State & Local Bonds7%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%
  • Sovereign Bonds1%

Owners & executives

1 of 1
  • Maurice Glazer

    Maurice Glazer

    Chief Executive OfficerCRD 1241206

Contacts

3 of 4
  • Brandon Moore

    Brandon Moore

    Investment Advisory RepresentativeCRD 5447752

  • Frank Precht

    Vice PresidentCRD 2636506

  • David Glazer

    David Glazer

    PresidentCRD 2494848

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth