# GKV Capital Management Co Inc

> GKV Capital Management Co Inc is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 1976, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 108767
- Filed as: GKV CAPITAL MANAGEMENT CO INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108767
- AdvisorCensus page: https://advisorcensus.com/firm/gkv-capital-management-co-inc-walnut-creek-ca-108767

## Quick answers

**How is GKV Capital Management Co Inc compensated?**
On its Form ADV (Item 5.E, October 2026), GKV Capital Management Co Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does GKV Capital Management Co Inc charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Flat fee: $2,000 (Estate Planning Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is GKV Capital Management Co Inc located?**
GKV Capital Management Co Inc's principal office is in Walnut Creek, CA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is GKV Capital Management Co Inc registered with the SEC or a state?**
GKV Capital Management Co Inc is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 108767.

**How much does GKV Capital Management Co Inc manage?**
GKV Capital Management Co Inc reports $357,188,821 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have GKV Capital Management Co Inc's assets and staff changed since 2021?**
In the Form ADV data for GKV Capital Management Co Inc: Regulatory assets under management: $219,299,735 in the October 2021 data and $357,188,821 in the October 2026 data, up 63%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does GKV Capital Management Co Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (136); individuals (other than high net worth individuals) (36); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

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

**Does GKV Capital Management Co Inc 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/108767

**Does GKV Capital Management Co Inc state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "GKV usually requires that clients maintain a minimum asset under management value of $500,000."

**What changed in GKV Capital Management Co Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $317,176,594 to $357,188,821 (+13%). Registered or notice-filed in AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: $500,000

> GKV usually requires that clients maintain a minimum asset under management value of $500,000.

- Flat fee: $2,000 (Estate Planning Fees)

> Planning fees are billed at a flat rate up to $2,000 upon completion of the plan.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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: $357,188,821
- Discretionary: $357,188,821
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $8,963,549 |
| High net worth individuals | 136 | $346,713,561 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $976,337 |
| Charitable organizations | 1 | $535,374 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1976 (50 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Westlake Village, CA

### Websites listed on Form ADV (Item 1.I)
- gkvcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $219,299,735 | 5 | March 19, 2021 |
| October 2022 | $264,897,460 | 6 | February 1, 2022 |
| October 2023 | $230,721,423 | 6 | March 29, 2023 |
| October 2024 | $260,500,896 | 4 | August 7, 2024 |
| October 2025 | $317,176,594 | 5 | February 26, 2025 |
| October 2026 | $357,188,821 | 3 | February 18, 2026 |

Regulatory assets under management: $219,299,735 in the October 2021 data and $357,188,821 in the October 2026 data, up 63%.
Total employees: 5 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $317,176,594 to $357,188,821 (+13%).
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GKV Capital Management Co Inc (CRD 108767): Form ADV filing data as of October 2026.