$357.2M Total AUM
$357.2M Disc. AUM
16.7% 3Y CAGR
3 Employees
175 ADV. Clients
50 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Legacy prime
- Established Date
- 03-12-1976
- Office Locations
- 3
Office Locations
1350 Treat Blvd Suite 260 Walnut Creek CA
2555 Townsgate RD Suite 310 Westlake Village CA
299 W Hillcrest Dr. Suite 119 Thousand Oaks CA
About GKV Capital Management CO INC
GKV Capital Management is a California-based wealth manager founded in 1975 that personally manages client portfolios in-house rather than outsourcing. The team combines ongoing portfolio management with financial planning, with portfolios primarily ETF-based and complemented by fixed income. Custodied with Pershing, GKV emphasizes regular client communication, including quarterly updates.
Team overview
32 AVG AGE
$119.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
50yrs Firm Age
Insights
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Asset Classes
Matrix Matrix prime Vector ridge
Client Personas
Prime vital
Custodian
Crest north Element legacy Catalyst foundation Timber
Investment Themes
Horizon Frontier
Investment Vehicles
Bridge
Platform
Vector alpha Atlas
Services
Alpha Vital Beacon Glacier radial
Technology
Value
Owner & Executives
GREGORY PETER VOGEL
Chief Compliance Officer, President
- CRD
- #2369862
- Ownership
- 75% or more
(406) 598-8113
timber.ember@momentumcapital.com
in linkedin.com/in/beacon-capital
Showing 1 of 1 owners & executives
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S
Sarah Elizabeth Ellis
Wealth Advisor
- CRD
- #7081756
(961) 245-5234
crest.glacier@valuecapital.com
in linkedin.com/in/radial-element
E
ELAINE SHIN KWEI
--
- CRD
- #5109945
(492) 932-7778
catalyst.ember@summitcapital.com
in linkedin.com/in/ember-wave
L
Legacy foundation
Value legacy
- CRD
- #97437
(591) 763-7159
atlas.value@beaconcapital.com
in linkedin.com/in/vector-wave
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $357,188,821 | $840,444 |
| Non-Discretionary | $0 | -- |
| Total | $357,188,821 | $840,444 |
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Separately Managed Accounts
Total SMA Asset: $357,188,821
Equity - Exchange:
26.5% Corporate - Investment Grade:
9.1% Municipal Bonds:
17.9% Cash:
25.6% U.S. Government/Agency:
6.5% Derivatives:
14.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,700,214,866 | 26.5% |
| Corporate - Investment Grade | $583,847,369 | 9.1% |
| Municipal Bonds | $1,148,447,022 | 17.9% |
| Cash | $1,642,471,719 | 25.6% |
| U.S. Government/Agency | $417,033,835 | 6.5% |
| Derivatives | $923,890,342 | 14.4% |
| Total | $6,415,905,153 | 100.0% |