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GCB Private Wealth

GCB Private Wealth. CRD 292356

GCB Private Wealth logo

CRD: 292356

GCB Private Wealth

Austin, TX
9736855699
$39.6M Total AUM
$34.4M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Timber capital
Established Date
03-23-2018
Office Locations
2

Office Locations

-- Anoka MN
-- Austin TX

About GCB Private Wealth

GCB Private Wealth is a fee-only, independent private wealth advisory firm founded by Brad Bolnick. The team serves executives, entertainers/artists, and entrepreneurs with sophisticated financial planning, portfolio management, and concierge-level service, building values-aligned, diversified portfolios. It also supports employers with 401(k)/403(b) plan management, including 3(38) fiduciary coverage. Custody through Charles Schwab.

Team overview

56 AVG AGE
$19.8M AVG AUM / ADVISOR
$900.8K AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Ridge Momentum North foundation

Client Personas

Momentum vertex Ember focus

Custodian

Momentum catalyst Focus focus Glacier glacier

Investment Themes

Alpha beacon Focus ember Radial North

Investment Vehicles

Alpha signal

Services

Peak pioneer Foundation summit Harbor Oak beacon Beacon Pioneer Vector eagle Glacier Ridge Summit crest Element Frontier beacon

Technology

Element insight

Owner & Executives

BRADLEY JAY BOLNICK

BRADLEY JAY BOLNICK

Chief Compliance Officer, Managing Partner, Wealth Advisor

CRD
#5597614
Ownership
75% or more
(942) 680-9537
prime.signal@primecapital.com
in linkedin.com/in/unison-delta

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Contacts

A

Althea E Maravelas

--

CRD
#5094765
(346) 291-6071
wave.horizon@vectorcapital.com
in linkedin.com/in/north-momentum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $34,392,304 --
Non-Discretionary $5,241,004 --
Total $39,633,308 --

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Separately Managed Accounts

Total SMA Asset: $39,633,308

$39.6M Total SMA
Equity - Exchange:
14.5%
Public Funds:
13.7%
Cash:
11.1%
Derivatives:
12.4%
U.S. Government/Agency:
27.9%
Corporate - Investment Grade:
14.6%
Corporate - Non-Investment Grade:
5.8%
Asset class Assets Assets %
Equity - Exchange $1,102,367,300 14.5%
Public Funds $1,041,547,036 13.7%
Cash $843,881,175 11.1%
Derivatives $942,714,105 12.4%
U.S. Government/Agency $2,121,106,737 27.9%
Corporate - Investment Grade $1,109,969,833 14.6%
Corporate - Non-Investment Grade $440,946,920 5.8%
Total $7,602,533,106 100.0%

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