RIA Intelligence

GKV CAPITAL MANAGEMENT CO INC

CRD #108767 SEC #801-11341 WALNUT CREEK, CA 925-627-8680
SEC Registered
Total AUM
$317.2M
Discretionary
$317.2M
Employees
5
Clients
10
Accounts
383

AUM Over Time

DateFeb 2025
Total AUM$317.2M
Discretionary$317.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees4
Clients121
DateMar 2024
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees4
Clients121
DateMar 2023
Total AUM$230.7M
Discretionary$230.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$264.9M
Discretionary$0
Non-Disc.$264.9M
Employees6
Clients0
DateMar 2021
Total AUM$219.3M
Discretionary$219.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees5
Clients102
DateMar 2020
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees5
Clients102
DateMar 2019
Total AUM$185.9M
Discretionary$179.9M
Non-Disc.$6M
Employees5
Clients102
DateMar 2018
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees5
Clients103
DateMar 2017
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees4
Clients26
DateJan 2017
Total AUM$164.7M
Discretionary$156.5M
Non-Disc.$8.2M
Employees5
Clients26
DateJul 2016
Total AUM$164.7M
Discretionary$156.5M
Non-Disc.$8.2M
Employees5
Clients26
DateMar 2016
Total AUM$164.7M
Discretionary$156.5M
Non-Disc.$8.2M
Employees5
Clients26
DateMar 2015
Total AUM$169.1M
Discretionary$161.6M
Non-Disc.$7.5M
Employees6
Clients26
DateMar 2014
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$143.5M
Discretionary$131.1M
Non-Disc.$12.4M
Employees10
Clients--
DateApr 2009
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees5
Clients--