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Gkfo, LLC

Gkfo, LLC. CRD 151138

G

CRD: 151138

Gkfo, LLC

$33.6M Total AUM
$29.0M Disc. AUM
-62.0% 3Y CAGR
19 Employees
7 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Morgan Stanley · Pershing
Clients
Retail
Platforms
--
Established Date
07-01-2009
Office Locations
1

Office Locations

ONE Tower Bridge 100 Front Street, Suite 1111 W. Conshohocken PA

About Gkfo, LLC

Gkfo, LLC is a W. Conshohocken-based RIA. The firm has been operating for 17 years. Managing $33.6M in total assets under management, with 10 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.

Reported data analysis

What the numbers show

Between March 31, 2025 and March 31, 2026, reported AUM increased 5.2%, from $32.0M to $33.6M.

Across 5 reported observations, AUM decreased 94.6% between March 29, 2022 and March 31, 2026, from $625.3M to $33.6M.

Of the latest reported AUM, 86.3% is discretionary and 13.7% is non-discretionary.

The firm reports 10 advisory representatives and 7 clients, or 0.7 clients per representative. That equates to $4.8M in reported AUM per client.

The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

52 AVG AGE
$3.4M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
7.9 yrs AVG TENURE
19 Employees
10 Advisory Reps
1 RIA Reps
17yrs Firm Age

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

C

CHRISTOPHER CHARLES GECZY

Chief Executive Officer, Chief Investment Officer, Managing Member

CRD
#5699978
Ownership
50% but less than 75%
STEPHEN RICHARD KITCHING

STEPHEN RICHARD KITCHING

CHIEF OPERATING OFFICER, Managing Member

CRD
#2192714
Ownership
50% but less than 75%

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Contacts

C

Chris Geczy

Managing Member

CRD
--
K

Kyle Larkins

Accountant

CRD
--

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2022
03-31-2023
08-02-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $29,015,671 $3,223,963
Non-Discretionary $4,614,611 $512,735
Total $33,630,282 $1,868,349

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Separately Managed Accounts

SMA allocation detail is available

Gkfo, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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