GKV CAPITAL MANAGEMENT CO INC
SEC RegisteredReal advice. For real life. By real people.
About the firm
GKV Capital is a wealth management firm that personally and actively manages client portfolios, offering advice, financial planning, and portfolio management. Founded in 1975 and headquartered in Westlake Village, the firm has grown to over $300 million in assets under management. GKV does not outsource portfolio management or sell expensive financial products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
GKV Capital offers wealth management advice and consulting, financial planning, and portfolio management. Comprehensive planning covers cash flow planning, taxes, retirement, insurance, estate planning, charitable endeavors, and long-term health care needs.
Who they serve
Many clients are self-made individuals who have become successful through hard work; the firm helps clients protect and grow their earnings to fund a secure retirement, buy homes, and send their kids to college.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 36 | $9.0M |
| High Net Worth Individuals | 136 | $347M |
| Charitable Organizations | 2 | $976k |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $1,000,000 | 0.50% |
Data as of February 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GKV CAPITAL MANAGEMENT CO INC 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.