G
CRD: 310471
GWD Capital Management, LLC
Coppell, TX
9723045040
$19.5M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
6 yrs Firm Age
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- Custodian
- Fidelity/NFS · Hilltop Securities · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2020
- Office Locations
- 1
Office Locations
-- Coppell TX
About GWD Capital Management, LLC
GWD Capital Management, LLC is a Coppell-based RIA. The firm has been operating for 6 years. Managing $19.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Hilltop Securities. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
54 AVG AGE
$19.5M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Pioneer radial
Client Personas
Foundation vector
Investment Themes
Crest
Investment Vehicles
Signal wave
Services
Capital Timber Unison Vector Ember Quantum vertex
Owner & Executives
G
GARY WAYNE DENNIS
Chief Compliance Officer, President, TREASURER
- CRD
- #2075956
- Ownership
- 75% or more
(923) 789-2764
pioneer.foundation@pathwaycapital.com
in linkedin.com/in/capital-quantum
L
LAURIE DENNIS
Manager, President, Secretary, VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
(882) 816-2961
foundation.value@frontiercapital.com
in linkedin.com/in/atlas-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,476,902 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,476,902 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,476,902
Municipal Bonds:
12.3% Equity - Exchange:
19.6% Cash:
22.4% Equity - OTC:
23.2% Corporate - Non-Investment Grade:
11.6% Public Funds:
10.9% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $429,409,705 | 12.3% |
| Equity - Exchange | $684,262,619 | 19.6% |
| Cash | $782,014,421 | 22.4% |
| Equity - OTC | $809,943,508 | 23.2% |
| Corporate - Non-Investment Grade | $404,971,754 | 11.6% |
| Public Funds | $380,533,802 | 10.9% |
| Total | $3,491,135,809 | 100.0% |