Investment adviser · CRD 281515
GUSTO INVESTMENT SERVICES, LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Aug 18, 2026
- Regulatory AUM
- $12.7B Form ADV · Item 5.F
- Client accounts
- 527,852 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Retirement plans | 50,388 | $12,303,056,955 | 96.9% |
| Other clients | 27,676 | $395,385,396 | 3.1% |
Filing source
Form ADV 2126568 · Aug 18, 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: Aug 18, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
525 20TH STREETSAN FRANCISCO, CA, 94107, United States
CRD 281515
Filing source
Form ADV 2126568 · Aug 18, 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.