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GERVAIS CAPITAL MANAGEMENT, LLC
CRD 299347 · SEC 801-130485
3485 NORTH PINES WAY, SUITE 105, WILSON, WY, 83014, United States
Phone
(914) 433-5223
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.9M
Discretionary AUM
$143.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.7M |
| High net worth individuals | 29 | $139.4M |
| Charitable organizations | 1 | $2.9M |
| Corporations/business entities | 1 | $2.7M |
States served
WY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD