# GT Investment Management, LLC

> GT Investment Management, LLC is a state-registered investment advisory firm in Los Angeles, CA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 325619
- Filed as: GT INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325619
- AdvisorCensus page: https://advisorcensus.com/firm/gt-investment-management-llc-los-angeles-ca-325619

## Quick answers

**How is GT Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), GT Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is GT Investment Management, LLC located?**
GT Investment Management, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is GT Investment Management, LLC registered with the SEC or a state?**
GT Investment Management, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325619.

**How much does GT Investment Management, LLC manage?**
GT Investment Management, LLC reports $5,500,000 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does GT Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35).

**Does GT Investment Management, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325619

**What changed in GT Investment Management, LLC's recent Form ADV filings?**
In the February 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,500,000
- Discretionary: $5,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 35 | $5,500,000 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, DE, FL, ID, MI, NC, ND, NV, NY, OH, OR, SD, WY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325619

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

## Changes in the filing (last 12 months)

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GT Investment Management, LLC (CRD 325619): Form ADV filing data as of October 2026.