Gervais Capital Management, LLC

$155.9MAssets under management
as of Jun 2026 · SEC Form ADV
Wilson, WY
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Tech stack

No one at Gervais Capital Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Gervais Capital Management, 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
Shareholders Service Group, LLC
Per Form ADV · $97M held · filed Aug 2024
Schwab
Per Form ADV · $11M held · filed Aug 2024
First Republic Bank
Per Form ADV · $11M held · filed Aug 2024
J.P. Morgan
Per Form ADV · $8M held · filed Aug 2024
Pershing
Per Form ADV · $6M held · filed Aug 2024
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