Galliott Capital Advisors, LLC
SEC RegisteredPUBLIC, PRIVATE & SPECIAL SITUATION INVESTMENTS
About the firm
Galliott Capital Advisors was founded to provide advisory solutions to address the complex international, multi-jurisdictional and financial challenges facing the multigenerational families they support. The firm offers a private banking level of personalized service, integrity, and discretion, and has managed complex, multigenerational financial needs for more than 20 years. In essence, their services create a virtual or extended family office for clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Galliott Capital Advisors offers financial management (public and private markets investment management, direct investments, financial administration, tax accounting, trust and entity support), tangible asset management (aircraft and yacht advisory, art advisory, home advisory), risk management and family matters (property and casualty protection, life insurance, personal/home/cyber security, health advisory, family governance, philanthropy), travel and concierge services (travel, luxury vacations, exclusive experiences, tickets), and patient advocacy services.
Who they serve
Sophisticated entrepreneurs and their families, particularly those who maintain primary residences abroad, with complex, multigenerational financial needs and significant wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 21 | $4.3M |
| High Net Worth Individuals | 51 | $111M |
| Pension/Profit Sharing Plans | 5 | $40M |
| Charitable Organizations | 4 | $8.4M |
| Sovereign Wealth Funds | 1 | — |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Galliott Capital Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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