Gervais Capital Management, LLC

Gervais Capital Management, LLC (CRD# 299347) is a financial advisory firm headquartered in Wilson, WY. They manage $116,050,600 in 37 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $3,136,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX, WY

Financial Advisors at Gervais Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald G. Gervais
CRD#: 2870806
4010 N Lake Creek Drive, Suite A, Wilson, WY 83014

Donald Gervais (CRD# 2870806) is an Investment Advisor Representative working at Gervais Capital Management, LLC in Wilson, WY and has over 22 years of experience in the finance industry.

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