# GERVAIS CAPITAL MANAGEMENT, LLC

GERVAIS CAPITAL MANAGEMENT, LLC of WILSON, WY is an SEC-registered investment adviser.

## Registration

- CRD: 299347
- Type: SEC-registered investment adviser
- SEC file number: 801-130485
- Location: 3485 NORTH PINES WAY, SUITE 105, WILSON, WY, 83014
- Phone: (914) 433-5223
- Latest filing: 2026-06-24
- Regulatory AUM: $155.9M
- Discretionary AUM: $143.2M
- Non-discretionary AUM: $12.7M
- Clients: 1
- Accounts: 181

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pensions, Investment cos

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Donald George Gervais | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Susan Katz Gervais | TECHNOLOGY ASSOCIATE | — |
| GERVAIS DONALD GEORGE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Gervais Susan Katz | TECHNOLOGY ASSOCIATE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299347/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299347/similar
- Related entities: https://search.stillhousedata.com/firm/299347/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299347

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.