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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-1996
- Office Locations
- 1
Office Locations
About GS Investment INC
GS Investments is an independent, SEC-registered wealth manager in the Minneapolis area serving Midwest clients with long-term, personalized wealth planning and portfolio management. Portfolios blend individual securities with ETFs and are custodied at Charles Schwab. The firm highlights an average client relationship of 15+ years and publishes a regular MarketView newsletter.
Reported data analysis
What the numbers show
Between May 8, 2025 and March 13, 2026, reported AUM increased 2.1%, from $270.9M to $276.6M.
Across 5 reported observations, AUM increased 12.9% between February 22, 2022 and March 13, 2026, from $244.9M to $276.6M.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 3 advisory representatives and 83 clients, or 27.7 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JOHN GLENN STEINKE
Chief Compliance Officer, MANAGING PRINCIPAL, Principal
- CRD
- --
- Ownership
- 50% but less than 75%
GREG CHARLES CUNNINGHAM
MANAGING PRINCIPAL, Principal
- CRD
- #2541370
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,773,688 | $1,665,295 |
| Non-Discretionary | $1,837,377 | $459,344 |
| Total | $276,611,065 | $1,636,752 |
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Separately Managed Accounts
SMA allocation detail is available
GS Investment INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
GS Investment INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.