GFS Advisors LLC
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
FINTRXOverview
GFS Advisors LLC is a privately held limited liability company that acts as an investment adviser to individuals, families and institutional clients. The firm is registered with the SEC (registered in 2007) and manages client relationships that combine financial planning with discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions. Its fee model includes both a percentage‑of‑assets charge and performance‑based fees. GFS works with a broker‑dealer as part of its industry affiliations and does not position itself as an ESG‑focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities63%
- Investment Grade Corp Bonds15%
- US Government Bonds11%
- Non-Investment Grade Corp Bonds6%
- Public Funds/Mutual Funds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$480M in ETFs
97%
$463M
3%
$16.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $40.6M | 53,231 | 8.46% |
Location
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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