Investment adviser · CRD 143110
GFS ADVISORS LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Sep 2, 2026
- Regulatory AUM
- $3.76B Form ADV · Item 5.F
- Client accounts
- 654 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 248 | $2,289,490,173 | 60.9% |
| High-net-worth individuals | 324 | $1,299,993,347 | 34.6% |
| Corporations & businesses | 27 | $82,288,270 | 2.2% |
| Individuals | 48 | $58,361,576 | 1.6% |
| Investment companies | 2 | $19,280,427 | 0.5% |
| Charities | 5 | $12,548,394 | 0.3% |
Filing source
Form ADV 2130550 · Sep 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1330 POST OAK BLVD., SUITE 2100HOUSTON, TX, 77056, United States
CRD 143110
Filing source
Form ADV 2130550 · Sep 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.