Gervais Capital Management, LLC
Gervais Capital Management, LLC is an SEC-registered wealth manager in Wilson, WY with $155.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Gervais Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299347, SEC 801-130485, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $155.9M (2026-06-24)
- Firm type
- Wealth Manager
- Location
- Wilson, WY
- Employees
- 1
- Clients
- 46
- CRD
- 299347
- Ownership
- GERVAIS, DONALD, GEORGE; Gervais, Susan, Katz
How much AUM does Gervais Capital Management, LLC have?
Gervais Capital Management, LLC reported $155.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Gervais Capital Management, LLC?
Disclosed owners and executives of Gervais Capital Management, LLC include GERVAIS, DONALD, GEORGE, Gervais, Susan, Katz. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.