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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2014
- Office Locations
- 1
Office Locations
About G&s Capital LLC
G&S Capital is a Denver-based, fee-only fiduciary RIA providing in-house investment management, financial planning, and turnkey corporate retirement plan/401(k) services. The team typically works with individuals and families with $500k+ portfolios and plan sponsors with $1M+ in plan assets, serving clients nationwide. Investment decisions are guided by an internal investment committee with dedicated trading; clients can be supported on Schwab with Orion access.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUSTIN LLOYD SOUCIE
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Manager
- CRD
- #4245339
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GREGORY STONE BROWN
Financial Advisor
- CRD
- #2435871
LOUIS WATERS HARRIS
Financial Advisor
- CRD
- #5977773
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $463,110,305 | $374,685 |
| Non-Discretionary | $12,508,936 | $431,343 |
| Total | $475,619,241 | $375,984 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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