Firm profile

G10 LLC

HUNT VALLEY, MDCRD 322876Latest ADV March 30, 2026

G10 LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated March 30, 2026, reports $4.9B in regulatory assets under management, 49 employees, and 179 accounts.

Assets Under Management
$4.9B
Employees
49
Offices
--
Total Clients
138
Primary office
HUNT VALLEY, MD
217 INTERNATIONAL CIRCLE, HUNT VALLEY, MD, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(443) 541-2440
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CCOStacy E. Landsman
CFOHeidi M. Jose
COOJae W. Chon

Advisory services offered

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

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 60.9% of total clients.
Top client categories% of clientsClients
1
HNWI
60.9%
84
2
Corporations
22.5%
31
3
Pooled Investment Vehicles
11.6%
16
4
Charitable
4.3%
6
5
PROPRIETARY ACCOUNT
0.7%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.9Bas of March 30, 2026
Discretionary99.9%
$4.9B
100% of total RAUM99.9%
Non-discretionary0.1%
$3M
0% of total RAUM0.1%
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$4.9B
Total Accounts179
10Y AUM Change+$4.9B

Employee Growth by Quarter

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

Total Employees49
Clients per Employee3:1
10Y Employee Change-1 (-2.0%)

* 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.