Gervais Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilson, WY. Its latest Form ADV filing, dated March 11, 2026, reports $156M in regulatory assets under management, 1 employee, and 181 accounts.
Assets Under Management
$156M
Employees
1
Offices
--
Total Clients
46
Primary office
WILSON, WY
3485 NORTH PINES WAY, SUITE 105, WILSON, WY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.0% of total clients.
Top client categories% of clientsClients
1
HNWI
63.0%
29
2
Individuals
28.3%
13
3
ADVISOR AUM
4.3%
2
4
Charitable
2.2%
1
5
Corporations
2.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of March 11, 2026
Discretionary91.9%
$143M
92% of total RAUM91.9%
Non-discretionary8.1%
$13M
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$156M
Total Accounts181
10Y AUM Change+$40M (+34.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee46:1
10Y Employee Change0 (0.0%)
* 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.