GVS FINANCIAL GROUP, INC.

GVS FINANCIAL GROUP, INC. is an SEC-registered investment adviser (CRD 129337). Regulatory assets under management: $118.0M.

Registration

• CRD: 129337
• SEC file number: 801-135584
• Type: Registered investment adviser
• Phone: 516-507-7955
• Latest filing: 2026-02-16
• Regulatory AUM: $118.0M
• Discretionary AUM: $89.4M
• Non-discretionary AUM: $28.6M
• Clients: 1
• Accounts: 165

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129337 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search