# GPS Investments

> 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.

- CRD: 333381
- Filed as: GPS INVESTMENTS
- Legal name: Global Portfolio Solutions, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333381
- AdvisorCensus page: https://advisorcensus.com/firm/gps-investments-scottsdale-az-333381

## Quick answers

**How 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).

**How much does GPS Investments charge?**
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); Flat fee: $1,500 to $10,000 (standalone financial planning services). 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

### 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 March 26, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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

> GPS Investments generally does not impose a minimum relationship size.

- Flat fee: $1,500 to $10,000 (standalone financial planning services)

> GPS Investments offers standalone financial planning services for a fixed engagement fee ranging from $1,500 to $10,000 per engagement.

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

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Fidelity Brokerage Services LLC
- National Financial Services 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: $127,696,231
- Discretionary: $127,696,231
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $21,268,471 |
| High net worth individuals | 33 | $106,427,760 |

### 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)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gpsinvest.com](https://gpsinvest.com)
- LinkedIn @gpsinvest
- LinkedIn @trevor-cross-a51a7a158

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $124,014,243 | 3 | March 5, 2025 |
| October 2026 | $127,696,231 | 3 | March 26, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GPS Investments (CRD 333381): Form ADV filing data as of October 2026.