RICHARDSON, TXCRD 139403Registration Status: ApprovedEffective since July 8, 2026Latest ADV July 7, 2026
Gfn Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richardson, TX. Its latest Form ADV filing, dated July 7, 2026, reports $120M in regulatory assets under management, 5 employees, and 384 accounts.
Assets Under Management
$120M
Employees
5
Offices
--
Total Clients
377
Primary office
RICHARDSON, TX
300 N. COIT ROAD, SUITE 1300, RICHARDSON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Subscription fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.4% of total clients.
Top client categories% of clientsClients
1
Individuals
50.4%
190
2
HNWI
32.1%
121
3
Pension Plans
14.3%
54
4
Charitable
1.6%
6
5
Corporations
1.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of July 7, 2026
Discretionary91.9%
$110M
92% of total RAUM91.9%
Non-discretionary8.1%
$10M
8% of total RAUM8.1%
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.
Total AUM$120M
Total Accounts384
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee75:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.