Firm profile

GKFO, LLC

W. CONSHOHOCKEN, PACRD 151138Latest ADV March 31, 2026

Gkfo, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in W. Conshohocken, PA.

Assets Under Management
$34M
Employees
19
Offices
--
Total Clients
<5
Primary office
W. CONSHOHOCKEN, PA
ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 1111, W. CONSHOHOCKEN, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOAlec J. Bosacker
COOStephen R. Kitching
CIOChristopher C. Geczy

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
3
2
Individuals
25.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$34Mas of March 31, 2026
Discretionary86.3%
$29M
86% of total RAUM86.3%
Non-discretionary13.7%
$5M
14% of total RAUM13.7%
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$34M
Total Accounts18
10Y AUM Change$-456M (-93.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee0:1
10Y Employee Change-5 (-20.8%)

* 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.