# G & O Financial Services, Inc.

> G & O Financial Services, Inc. is a state-registered investment advisory firm in St. Petersburg, FL, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 141831
- Filed as: G & O FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141831
- AdvisorCensus page: https://advisorcensus.com/firm/g-and-o-financial-services-inc-st-petersburg-fl-141831

## Quick answers

**How is G & O Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), G & O Financial Services, Inc. reports these compensation arrangements: other.

**Where is G & O Financial Services, Inc. located?**
G & O Financial Services, Inc.'s principal office is in St. Petersburg, FL, according to its Form ADV.

**Is G & O Financial Services, Inc. registered with the SEC or a state?**
G & O Financial Services, Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 141831.

**How have G & O Financial Services, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for G & O Financial Services, Inc.: Regulatory assets under management: $157,365,028 in the October 2021 data and $176,607,160 in the October 2022 data, up 12%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does G & O Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141831

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gofinancialwealth.com
- LinkedIn @gofinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $157,365,028 | 3 | March 31, 2021 |
| October 2022 | $176,607,160 | 3 | March 30, 2022 |
| October 2026 | Not reported | 2 | March 30, 2026 |

Regulatory assets under management: $157,365,028 in the October 2021 data and $176,607,160 in the October 2022 data, up 12%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. G & O Financial Services, Inc. (CRD 141831): Form ADV filing data as of October 2026.