AdFi
GA

GFS ADVISORS LLC

SEC Registered

In a Global Economy, you need GLOBAL direction.

HOUSTON, TXhttps://globalhou.com713-968-0400
Assets Under Management
$1B–$5B
Year Founded
1994
Employees
11
Office Locations
1 office
Total Accounts
654

About the firm

GLOBAL Financial Services, LLC is a leading wealth management firm based in Houston, Texas, that specializes in meeting the domestic and international investing needs of high-net worth individuals, families and corporations. Founded in 1994, GLOBAL has offered the highest levels of market experience, integrity, confidentiality and personalized service to clients.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Wealth ManagementFixed Income SecuritiesStocks And OptionsCurrency ExchangeAlternative InvestmentsCorporate Executive ServicesInstitutional Fixed IncomeFinancial PlanningTax And Estate PlanningInternational InvestingPortfolio Management+1 more

Services

GFS brokerage services include fixed income securities, stocks and options, currency exchange, corporate executive services, institutional fixed income services, financial planning services, and alternative investments. Through GFS Advisors, LLC (SEC Registered Investment Advisor), the firm also offers a global investment advisory program providing diversified asset allocation and investment management tailored to each client's objectives.

investment_managementfinancial_planningestate_planning

Who they serve

High-net worth individuals, families, corporations, corporate executives, corporate owners, institutional clients, and international investors.

Client segmentClientsAssets managed
Individuals (Non-HNW)48$58M
High Net Worth Individuals324$1.3B
State/Municipal Entities5

0 total clients reported on Form ADV.

Leadership

John Kenneth Bruno
CHIEF OPERATING OFFICER
Llc Gfs Holdings
SOLE MEMBER
William Walter Cathriner
CHIEF COMPLIANCE OFFICER
Gerardo Arturo Chapa
MANAGING DIRECTOR
Alfredo Tellez
SENIOR VICE PRESIDENT
Nuglobal Advisors Llc
MEMBER
Llc Gcrp Holdings
MEMBER
Gerardo & Ma Angeles Chapa Revocable Trust Dtd 10/13/1999
MEMBER
Chaparral Partnership
MEMBER
Gerardo Arturo Chapa
TRUSTEE

Office locations

1 office in 1 state
TX
HOUSTONHQ

Advisors at this firm

10 advisors in the directory

Regulatory & compliance

CRD number
#143110
SEC Number
801-67899
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Find an advisor that fits

Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GFS 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.

GFS ADVISORS LLC in HOUSTON, TX | AdvisorFinder