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- Custodian
- Broadridge · Charles Schwab & Company · Merrill Lynch · Northern Trust · SEI · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
About Gw&k Investment Management, LLC
GW&K is an active investment manager serving financial advisors, RIAs, institutional investors, and private wealth clients with domestic small-cap/smid and high-conviction multi-cap equity, global equity, and fixed income strategies. Known as a pioneer and recognized leader in municipal bond investing since 1974, the firm emphasizes disciplined, research-driven security selection and hands-on client service.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 26, 2026, reported AUM decreased 0.3%, from $52.9B to $52.8B.
Across 5 reported observations, AUM decreased 3.5% between March 31, 2022 and March 26, 2026, from $54.7B to $52.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 63 advisory representatives and 48,736 clients, or 773.6 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 26, 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
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Gw&k Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS F X POWERS
Chief Executive Officer, Partner
- CRD
- --
- Ownership
- 5% but less than 10%
MICHAEL JASON CLARE
Director, President
- CRD
- #4742712
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
DANIEL JOHN FASCIANO
Director
- CRD
- #4518411
Christopher Ryan Lackey
Senior Client Service Associate
- CRD
- #7783551
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,782,948,184 | $1,083,616 |
| Non-Discretionary | $0 | -- |
| Total | $52,782,948,184 | $1,083,616 |
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Separately Managed Accounts
SMA allocation detail is available
Gw&k Investment Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gw&k Investment Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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