GFS Advisors LLC

RIASEC RegisteredEst. 2007

Total AUM

$3.8B

Discretionary

$2.7B

72% of AUM

Avg account

$5.8M

Accounts

654

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 143110
Registered since: May 21, 2007
Website: www.globalhou.com
Custodians: MORGAN STANLEY & CO. LLC, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other60.86%
HNWI34.56%
Corporations / Businesses2.19%
Individuals1.55%
Investment Companies0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GFS Advisors LLC is an SEC-registered registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and institutional clients. The firm uses a fee model based on a percentage of assets under management and may also charge performance-based fees, reflecting an appetite to manage strategies that can generate incentive compensation. GFS operates with broker-dealer affiliations, and its advisory services explicitly include planning and portfolio management for individuals, small businesses and institutions. The firm does not position itself as an active ESG investor. GFS has been SEC-registered since 2007 and is structured as a limited liability company with a mix of domestic entity and individual ownership. Its service mix and fee arrangement suggest a blended client set that includes both traditional advisory relationships and arrangements where performance-linked compensation is appropriate (for example, allocations to certain alternatives or separate accounts).