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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2018
- Office Locations
- 1
Office Locations
About Gervais Capital Management, LLC
Gervais Capital Management is a fiduciary, CFA-led boutique providing integrated wealth management and financial planning for individual investors. The firm applies institutional-style portfolio construction—combining low-cost passive, active strategies, and alternatives including hedge funds—grounded in risk scoring, forecasting, and scenario analysis. They invest alongside clients and provide transparent online access to plans and accounts.
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Owner & Executives
DONALD GEORGE GERVAIS JR
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #2870806
- Ownership
- 75% or more
Susan Katz Gervais
President, TECHNOLOGY ASSOCIATE, Treasurer
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,194,323 | $935,911 |
| Non-Discretionary | $12,687,944 | $453,141 |
| Total | $155,882,267 | $861,228 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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