Firm profile

GPS INVESTMENTS

SCOTTSDALE, AZCRD 333381Latest ADV March 26, 2026

Gps Investments is an SEC registered investment adviser organized as a corporation with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 26, 2026, reports $128M in regulatory assets under management, 3 employees, 2 offices, and 352 accounts.

Assets Under Management
$128M
Employees
3
Offices
2 offices
Total Clients
85
Primary office
SCOTTSDALE, AZ
7702 EAST DOUBLETREE RANCH ROAD, SUITE 300, SCOTTSDALE, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOWilliam J. Jones
CCOTrevor R. Cross

Advisory services offered

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

Fee models offered

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

Client Coverage Demographics

Top client segmentIndividuals represent 61.2% of total clients.
Top client categories% of clientsClients
1
Individuals
61.2%
52
2
HNWI
38.8%
33

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$128Mas of March 26, 2026
Discretionary100.0%
$128M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$128M
Total Accounts352
10Y AUM Change+$128M

Employee Growth by Quarter

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

Total Employees3
Clients per Employee28:1
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.