GFS ADVISORS LLC

RIASEC RegisteredEst. 2007
Total AUM
$3.8B
Discretionary
$2.7B
72% of AUM
Avg account
$5.8M
Accounts
654
Employees
11
Advisory reps
11

Firm details

Headquarters
HOUSTON, Texas
CRD number
143110
Registered since
May 21, 2007
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 investment adviser organized as an LLC and in operation since 2007. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. GFS uses a dual fee approach—charging a percentage of assets under management and, in some arrangements, performance-based fees. The firm is not an active ESG investor and is not designated as a multi-state adviser in the source material. It lists a broker-dealer affiliation and is described as a manager-focused advisory practice rather than a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Investment Grade Corp Bonds 15%, US Government Bonds 11%, Non-Investment Grade Corp Bonds 6%, Public Funds/Mutual Funds 3%, State & Local Bonds 1%, Cash & Cash Equivalents 1%63%
  • Exchange Traded Equities63%
  • Investment Grade Corp Bonds15%
  • US Government Bonds11%
  • Non-Investment Grade Corp Bonds6%
  • Public Funds/Mutual Funds3%

Owners & executives

2 of 2
  • JORGE IBARRA

    Chief Operating OfficerCRD 3079569

  • WILLIAM CATHRINER

    Chief Compliance OfficerCRD 1686950

Contacts

3 of 9
  • JUAN CANTU GONZALEZ

    Wealth ManagerCRD 5241376

  • CLAUDIA REYES

    Portfolio ManagerCRD 2735333

  • BERNARDO VELEZ DIEGO FERNANDEZ

    Investment AssociateCRD 7025992

Unlock 6 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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ETF holdings

1 of 131

Active vs passive

$519M in ETFs

Passive

90%

$466M

Active

9%

$52.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$30.6M47,0415.90%

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1330 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth