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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-27-2023
- Office Locations
- 2
Office Locations
About Alitus Financial Services
Alitus Financial (GMR Capital Management LLC dba Alitus Financial) is a registered investment adviser providing integrated financial planning, investment management, and tax consulting—bringing taxes, investments, cash flow, retirement, estate, and real estate considerations together. Founder/advisor G. Matthew Rettig is a CPA and offers direct advisor access. The firm may allocate to CPS Investment Advisors as an independent third-party investment manager under Alitus oversight; custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 7 clients, or 3.5 clients per representative. That equates to $692.6K in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
GEORGE RETTIG
Chief Compliance Officer
- CRD
- #7551960
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICHOLAS STEPHEN WOLD
--
- CRD
- #7235139
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,848,288 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,848,288 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Alitus Financial Services has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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