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GKV CAPITAL MANAGEMENT CO INC
CRD 108767 · SEC 801-11341
1350 TREAT BLVD, SUITE 260, WALNUT CREEK, CA, 94597, United States
Phone
925-627-8680
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$357.2M
Discretionary AUM
$357.2M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $9.0M |
| High net worth individuals | 136 | $346.7M |
| Pension/profit sharing plans | 2 | $976K |
| Charitable organizations | 1 | $535K |
States served
AZ, CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD