$77.1M Total AUM
$77.1M Disc. AUM
-- 3Y CAGR
2 Employees
148 ADV. Clients
16 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-20-2010
- Office Locations
- 1
Office Locations
219 Legion WAY SW Suite 203-B Olympia WA
About GK Capital Partners
GK Capital Partners is an Olympia, WA investment advisory firm providing asset management and portfolio construction for entrepreneurs, retirees, and other accredited investors. Portfolios emphasize active asset allocation across ETFs and public funds alongside alternative exposures such as private funds, hedge funds, private equity/venture, and real assets. Custody relationships include Charles Schwab & Co.
Team overview
53 AVG AGE
$77.1M AVG AUM / ADVISOR
$521.3K AVG AUM / CLIENT
15.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
G
GREG LES KERO
Chief Compliance Officer, Managing Member
- CRD
- #2792443
- Ownership
- 75% or more
Available
Available
Available
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S
SAMUEL P THOMASSEN
--
- CRD
- #6011590
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,146,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,146,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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