$19.9M Total AUM
$19.9M Disc. AUM
-- 3Y CAGR
4 Employees
24 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- Prime legacyAtlas prime
- Established Date
- 02-06-2001
- Office Locations
- 2
Office Locations
9000 Highway 2147 West Suite 201 Horseshoe BAY TX
-- Meadowlakes TX
About GQO Investment Advisors, Inc.
GQG Partners is an investment boutique managing global and emerging market equity strategies for institutions, advisors, and individuals worldwide. The team emphasizes client alignment and an investment-led, performance-oriented culture built on adaptability and diverse perspectives, continuously incorporating new insights into portfolio decisions.
Team overview
-- AVG AGE
$19.9M AVG AUM / ADVISOR
$828.9K AVG AUM / CLIENT
11.2 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Alpha Beacon Atlas
Custodian
Vector Timber focus Optima Ridge Focus
Investment Themes
Prime focus Foundation Atlas quantum
Investment Vehicles
Atlas crest
Platform
Summit focus
Services
Vertex catalyst Harbor Pioneer eagle Insight Peak radial
Technology
Timber Eagle delta
Owner & Executives
S
SHIRLEY MAE CRISLER
Chief Compliance Officer, Corporate Secretary
- CRD
- #2118069
- Ownership
- Less than 5%
(411) 546-2310
alpha.summit@eaglecapital.com
in linkedin.com/in/oak-matrix
R
RIX CARLTON SMITH
Chief Executive Officer, President
- CRD
- #1061442
- Ownership
- Less than 5%
(452) 285-2175
alpha.beacon@oakcapital.com
in linkedin.com/in/signal-wave
Showing 2 of 2 owners & executives
Unlock allContacts
G
GEORGE QUENTIN OFFUTT
Owner
- CRD
- #2452720
(348) 836-9590
optima.matrix@vertexcapital.com
in linkedin.com/in/value-optima
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,892,419 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,892,419 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,892,419
Equity - Exchange:
29.8% Public Funds:
70.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,453,894,701 | 29.8% |
| Public Funds | $3,424,946,577 | 70.2% |
| Total | $4,878,841,278 | 100.0% |