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- Custodian
- Capital Group · Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-20-2010
- Office Locations
- 1
Office Locations
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.
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 148 clients, or 148 clients per representative. That equates to $521.3K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full GK Capital Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREG LES KERO
Chief Compliance Officer, Managing Member
- CRD
- #2792443
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SAMUEL P THOMASSEN
--
- CRD
- #6011590
Showing 1 of 2 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
GK Capital Partners 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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