Wealth Manager
    SEC Registered
    Manages Private Funds

    Gervais Capital Management, LLC

    Registered investment advisor · Wilson, Wyoming · CRD #299347

    Assets Under Management
    $156M
    Client Accounts
    181
    Employees
    1
    CRD Number
    299347
    Registration
    SEC Registered
    Custodian
    Altruist Financial Llc, Shareholders Service Group, Llc, Charles Schwab & Co., Inc., First Republic Bank, Jp Morgan Chase Bank, Lincoln Financial, Pershing Advisor Solutions Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Gervais Capital Management, LLC

    Gervais Capital Management, LLC is a SEC-registered investment advisory firm headquartered in Wilson, Wyoming, managing approximately $156M in regulatory assets across 181 client accounts. The firm's full regulatory record is filed with the SEC under CRD #299347.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Gervais Capital Management, LLC

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    Frequently Asked Questions

    What is Gervais Capital Management, LLC's AUM?

    Gervais Capital Management, LLC reports approximately $156M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Gervais Capital Management, LLC headquartered?

    Gervais Capital Management, LLC is headquartered in Wilson, Wyoming.

    What is Gervais Capital Management, LLC's CRD number?

    Gervais Capital Management, LLC's CRD number is 299347. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Gervais Capital Management, LLC manage?

    Gervais Capital Management, LLC manages approximately 181 client accounts according to its latest SEC filing.

    Is Gervais Capital Management, LLC SEC registered?

    Yes, Gervais Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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