GVS FINANCIAL GROUP, INC.
At a Glance
| Total AUM | $118.0M |
| Discretionary | $89.4M76% of AUM |
| Non-Discretionary | $28.6M |
| Client Accounts | 165 |
| Avg Account Size | $715K |
| Employees | 1 |
| Peak AUM | $118.0MFeb 2026 |
AUM by Client Type
Total AUM
$118M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $118M | — | — | — | — |
| Discretionary AUM | $89M | — | — | ||
Key Metrics
| Total AUM | $118.0M |
| Discretionary | $89.4M |
| Employees | 1 |
| Client Accounts | 165 |
| Client Range | 51-100 |
Contact & Location
Phone
516-507-7955
Filing History
1 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported