WALNUT CREEK, CACRD 108767Latest ADV February 18, 2026
Gkv Capital Management Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated February 18, 2026, reports $357M in regulatory assets under management, 3 employees, 1 office, and 425 accounts.
Assets Under Management
$357M
Employees
3
Offices
1 office
Total Clients
175
Primary office
WALNUT CREEK, CA
1350 TREAT BLVD, SUITE 260, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.7% of total clients.
Top client categories% of clientsClients
1
HNWI
77.7%
136
2
Individuals
20.6%
36
3
Pension Plans
1.1%
2
4
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$357Mas of February 18, 2026
Discretionary100.0%
$357M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$357M
Total Accounts425
10Y AUM Change+$183M (+104.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee58:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.