Sanchez Gaunt Capital Management, LLC
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 336187
- Registered since
- May 14, 2025
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM
- Client types
- Individuals54.53%
- HNWI45.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sanchez Gaunt Capital Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2025. The firm operates as an LLC and serves primarily individual and family clients on a fee-for-service basis, charging a percentage of assets under management. Its advisory services span financial planning, portfolio management for individuals and small businesses as well as for larger business or institutional clients, selection of third‑party advisers, and investor education through newsletters and seminars. The firm describes itself as a capital allocator and reports active ESG investing as part of its approach. It also maintains an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities33%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$173M in ETFs
78%
$135M
12%
$38M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $7.4M | 10,622 | 4.31% |
Location
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 9160 Double Diamond Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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