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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-11-2014
- Office Locations
- 1
Office Locations
About GD Investment Advisers LLC
GD Investment Advisers LLC is a San Francisco–based registered investment adviser serving retail clients with discretionary, ETF-centric portfolios. The firm emphasizes asset allocation and portfolio construction, including index-oriented exposures such as fixed income and emerging markets, and custodies assets through Interactive Brokers. Led by managing director Greg DeForest.
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 1 advisory representatives and 8 clients, or 8 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Services
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The full GD Investment Advisers LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREG DEFOREST
Manager, MANAGING DIRECTOR
- CRD
- #6422979
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,289,806 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,289,806 | -- |
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Separately Managed Accounts
SMA allocation detail is available
GD Investment Advisers LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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