Gvs Financial Group, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 16, 2026, reports $118M in regulatory assets under management, 1 employee, and 165 accounts.
Top client segmentHNWI represent 54.4% of total clients.
Top client categories% of clientsClients
1
HNWI
54.4%
31
2
Individuals
40.4%
23
3
Corporations
5.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of February 16, 2026
Discretionary75.8%
$89M
76% of total RAUM75.8%
Non-discretionary24.2%
$29M
24% of total RAUM24.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$118M
Total Accounts165
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee57:1
10Y Employee Change—
* 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.