GVS Financial Group, Inc.

Overview

GVS Financial Group, Inc. is an independent, individually owned registered investment adviser positioned as a capital allocator for both high‑net‑worth individuals and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Fee arrangements include percentage of AUM, hourly and fixed fees, and other negotiated structures. Investment activity is weighted toward public equities, with a clear preference for exchange‑traded instruments. The firm is not an active ESG investor and is not set up as a multi‑state adviser. Its operating model combines discretionary portfolio management with a meaningful non‑discretionary book, allowing for blended service models that accommodate both hands‑on and advisory relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices