G
CRD: 334607
Gien Capital Management LLC
Alpharetta, GA
7277424831
$12.8M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
2 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-14-2025
- Office Locations
- 2
Office Locations
-- Alpharetta GA
-- Marietta GA
About Gien Capital Management LLC
Gien Capital Management LLC is a Alpharetta-based RIA with 2 offices. The firm has been operating for 1 years. Managing $12.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
80 AVG AGE
$6.4M AVG AUM / ADVISOR
$983.7K AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Horizon momentum
Client Personas
Meridian Value peak
Investment Themes
Insight Vertex
Investment Vehicles
Meridian
Services
Signal Optima delta Alpha capital Catalyst
Owner & Executives
K
Kristin Mauger
Chief Compliance Officer, Managing Member
- CRD
- #5000849
- Ownership
- 75% or more
(828) 408-6048
frontier.beacon@capitalcapital.com
in linkedin.com/in/focus-peak
Showing 1 of 1 owners & executives
Unlock allContacts
David Lester Moore
Chairman and CEO
- CRD
- #6270157
(661) 473-1213
fusion.meridian@valuecapital.com
in linkedin.com/in/pathway-momentum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,788,654 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,788,654 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,788,654
Equity - Exchange:
57.7% Public Funds:
22.8% Cash:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $866,723,061 | 57.7% |
| Public Funds | $342,483,289 | 22.8% |
| Cash | $292,913,340 | 19.5% |
| Total | $1,502,119,690 | 100.0% |