AdvisorCensus / Financial advisors / Arizona / Phoenix / GPS Investments
GPS Investments
Filed as GPS INVESTMENTS · Legal name Global Portfolio Solutions, Inc.
GPS Investments is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is GPS Investments compensated?
On its Form ADV (Item 5.E, October 2026), GPS Investments reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does GPS Investments' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is GPS Investments located?
GPS Investments' principal office is in Scottsdale, AZ, according to its Form ADV.
Is GPS Investments registered with the SEC or a state?
GPS Investments is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333381.
How much does GPS Investments manage?
GPS Investments reports $127,696,231 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).
How have GPS Investments' assets and staff changed since 2025?
In the Form ADV data for GPS Investments: Regulatory assets under management: $124,014,243 in the October 2025 data and $127,696,231 in the October 2026 data, up 3%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does GPS Investments serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (33).
Which custodians does GPS Investments use?
GPS Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc., Fidelity Brokerage Services LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does GPS Investments 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/333381
Does GPS Investments state an account minimum?
Its Form ADV Part 2A brochure dated March 26, 2026 says: "GPS Investments generally does not impose a minimum relationship size."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Wealth management fees range up to 2.00% annually based on several factors, including: the complexity of services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.
Retirement plan advisory fees are charged an annual asset-based fee of up to 2.00%. Fees may be billed monthly or quarterly (“Billing Period”) in advance or arrears pursuant to the terms of the retirement plan advisory agreement.
Account minimum: None
The brochure's wording
GPS Investments generally does not impose a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$127,696,231 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Global Portfolio Solutions, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $127,696,231 | 3 | March 26, 2026 |
| October 2025 | $124,014,243 | 3 | March 5, 2025 |
Regulatory assets under management: $124,014,243 in the October 2025 data and $127,696,231 in the October 2026 data, up 3%.
Total employees: 3 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. GPS Investments (CRD 333381): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/gps-investments-scottsdale-az-333381