SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC

Overview

Sanchez Gaunt Capital Management, LLC is an independent, percentage-of-AUM advisory firm that serves individuals and families. The firm is SEC-registered (2025) and operates as a limited liability company with an individual owner structure. Its advisory platform emphasizes financial planning and portfolio management across both individual and small-business clients, with services extending to businesses or institutions. The firm also performs selection of other advisers, publishes client communications, and runs educational seminars and workshops. Investment activity shows a clear tilt toward pooled public funds: mutual funds make up the largest single asset category on the books. The firm markets itself as a capital allocator and reports being an active ESG investor, which suggests ESG considerations are integrated into manager selection and portfolio construction. Sanchez Gaunt Capital Management appears to combine model-based and adviser-directed management for discretionary portfolios while also offering advisory content and managed-planning services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices