Gkv Capital Management Co Inc is a large advisory firm based in Thousand Oaks. It manages $185.87 million of regulatory assets for 361 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Gkv Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gkv Capital Management Co Inc is $185.87 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gkv Capital Management Co Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Peter Wolfgang Vogel is high net worth individuals with 102 clients and $185.87 million of assets under management. Among the 12 most similar advisory firms, Gkv Capital Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $185.87 million for 102 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Gkv Capital Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Peter Wolfgang Vogel has been acting as President since 1 Dec 1975. Gregory Peter Vogel joined the executive team most recently as the Vice President.
The principal office where Gkv Capital Management Co Inc performs its advisory services is located at 299 W Hillcrest Drive, Thousand Oaks, CA 91360, which is also the mailing address of the firm. An additional office of the firm is in Walnut Creek, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-497-2616 or by fax 805-379-3216. The normal business hours are 8:30a.m.to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at gkvcapital.com.