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GAP Financial Services OR GAP Financial

GAP Financial Services OR GAP Financial. CRD 288703

GAP Financial Services OR GAP Financial logo

CRD: 288703

GAP Financial Services OR GAP Financial

Austin, TX
8774372765
gapfinancialservices.com
$100.6M Total AUM
$100.6M Disc. AUM
-- 3Y CAGR
6 Employees
87 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
Clients
Retail and Institutional
Platforms
Zenith
Established Date
07-28-2017
Office Locations
2

Office Locations

-- Austin TX
-- Fair Oaks Ranch TX

About GAP Financial Services OR GAP Financial

Gap Financial (Austin, TX) is a fiduciary, fee-only RIA providing independent investment management and financial planning for individuals and families seeking institutional-style portfolio solutions. The firm builds personalized portfolios with a disciplined process to select, monitor, and adjust investments as life changes. Custody relationships include Schwab and Fidelity.

Team overview

78 AVG AGE
$25.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.5 yrs AVG TENURE
6 Employees
4 Advisory Reps
5 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Insight

Client Personas

Atlas

CRM

Oak

Custodian

Vertex zenith Vector value Optima foundation Quantum element Timber wave

Investment Themes

Peak vital North timber Pathway fusion

Investment Vehicles

Capital timber

Platform

Wave

Services

North Ember crest Foundation Delta frontier Catalyst unison Alpha Momentum glacier Horizon oak Fusion oak Summit

Technology

Atlas

Owner & Executives

L

Lorri Winkcompleck

Chief Compliance Officer, President

CRD
#6804089
Ownership
75% or more
(517) 297-9571
beacon.catalyst@atlascapital.com
in linkedin.com/in/meridian-frontier
Jarrod Winkcompleck

Jarrod Winkcompleck

Chief Executive Officer, PRINCIPAL OWNER, Senior Financial Planner

CRD
#3127068
Ownership
50% but less than 75%
(506) 477-9995
ridge.fusion@beaconcapital.com
in linkedin.com/in/oak-pathway

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Contacts

Benedict V Johnson

Benedict V Johnson

Advisor, Vice President

CRD
#2793820
(520) 616-1751
value.pioneer@fusioncapital.com
in linkedin.com/in/frontier-unison
J

JOSEPH ARNOLD MONTANARO JR

--

CRD
#2546723
(687) 751-4072
pathway.insight@beaconcapital.com
in linkedin.com/in/wave-insight
S

Summit momentum

Alpha alpha legacy

CRD
#88711
(494) 268-3137
vector.vertex@vectorcapital.com
in linkedin.com/in/vertex-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $100,640,943 --
Non-Discretionary $0 --
Total $100,640,943 --

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Separately Managed Accounts

Total SMA Asset: $100,640,943

$100.6M Total SMA
Equity - Exchange:
20.4%
Public Funds:
9.5%
Cash:
3.8%
Equity - OTC:
17.7%
Corporate - Investment Grade:
19.5%
Municipal Bonds:
17.4%
U.S. Government/Agency:
11.7%
Asset class Assets Assets %
Equity - Exchange $1,829,106,318 20.4%
Public Funds $851,789,707 9.5%
Cash $340,715,883 3.8%
Equity - OTC $1,587,018,717 17.7%
Corporate - Investment Grade $1,748,410,451 19.5%
Municipal Bonds $1,560,120,095 17.4%
U.S. Government/Agency $1,049,046,271 11.7%
Total $8,966,207,442 100.0%

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