GKFO, LLC

Overview

Gkfo, LLC is an independent, SEC-registered investment adviser organized as a limited liability company and operating since 2009. The firm is owned by an individual and positions itself as a capital allocator for individuals and families, charging fees as a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of third-party advisers. The firm is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. It reports a related-adviser structure and maintains roles beyond advisory work: acting as an investment adviser and sponsor, and serving as a general partner or managing member of pooled investment vehicles.

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