Gervais Capital Management, LLC
SEC RegisteredAn Institutional approach to wealth management and financial planning.
About the firm
Gervais Capital Management was founded on the belief that individual investors would benefit greatly by utilizing the same techniques and approach as institutional investors, including the world's largest pension funds, in wealth management and financial planning. As a Fiduciary, they work closely with each client to develop a comprehensive roadmap for wealth management specific to their needs and goals. They have one business and one goal: to serve clients by creating a truly integrated wealth planning and management solution which encompasses all aspects of a client's financial life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth planning and management including risk scoring, wealth forecasting, model portfolio construction, risk scenario analysis, investment execution, and monitoring, utilizing low cost passive investments, active investments, and alternatives including hedge funds.
Who they serve
Individual investors seeking wealth management and financial planning services, with a focus on developing deep and long-lasting client relationships.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $5.7M |
| High Net Worth Individuals | 29 | $139M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 11, 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. Gervais Capital Management, 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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