Galliott Capital Advisors, LLC

$249MAssets under management
as of Mar 2026 · SEC Form ADV
Beverly Hills, CA
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Tech stack

No one at Galliott Capital Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Galliott Capital Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Bridge Bank
Per Form ADV · $35M held · filed Oct 2024
Wells Fargo
Per Form ADV · $29M held · filed Oct 2024
Morgan Stanley
Per Form ADV · $19M held · filed Oct 2024
Performance Reporting