# Gkfo, LLC

> Gkfo, LLC is an SEC-registered investment advisory firm in W. Conshohocken, PA, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 151138
- Filed as: GKFO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: W. Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151138
- AdvisorCensus page: https://advisorcensus.com/firm/gkfo-llc-w-conshohocken-pa-151138

## Quick answers

**How is Gkfo, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gkfo, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Gkfo, LLC located?**
Gkfo, LLC's principal office is in W. Conshohocken, PA, according to its Form ADV.

**Is Gkfo, LLC registered with the SEC or a state?**
Gkfo, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151138.

**How much does Gkfo, LLC manage?**
Gkfo, LLC reports $33,630,282 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (86% discretionary).

**How have Gkfo, LLC's assets and staff changed since 2021?**
In the Form ADV data for Gkfo, LLC: Regulatory assets under management: $571,035,490 in the October 2021 data and $33,630,282 in the October 2026 data, down 94%. Total employees: 34 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gkfo, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3); individuals (other than high net worth individuals) (1).

**Which custodians does Gkfo, LLC use?**
Gkfo, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Gkfo, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151138

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Minimum annual fee: None

> The firm does not impose a minimum portfolio value or minimum annual fee for new or existing family office or investment management engagements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $33,630,282
- Discretionary: $29,015,671
- Non-discretionary: $4,614,611

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $602,645 |
| High net worth individuals | 3 | $33,027,637 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 19 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gkfo.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $571,035,490 | 34 | March 31, 2021 |
| October 2022 | $625,250,448 | 33 | March 29, 2022 |
| October 2023 | $612,738,892 | 28 | March 31, 2023 |
| October 2024 | $29,124,138 | 20 | August 2, 2024 |
| October 2025 | $31,977,142 | 19 | March 31, 2025 |
| October 2026 | $33,630,282 | 19 | March 31, 2026 |

Regulatory assets under management: $571,035,490 in the October 2021 data and $33,630,282 in the October 2026 data, down 94%.
Total employees: 34 in October 2021 and 19 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gkfo, LLC (CRD 151138): Form ADV filing data as of October 2026.