GVS FINANCIAL GROUP, INC.
CRD 129337 · SEC 801-135584
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$118.0M
Discretionary AUM
$89.4M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION & MONITORING FEES
Org form
Corporation
Filing date
2026-02-16
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $7.9M |
| High net worth individuals | 31 | $107.0M |
| Corporations/business entities | 3 | $3.0M |
Official SEC filing: View on IAPD