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GKV CAPITAL MANAGEMENT CO INC
CRD 108767File 801-11341
APPROVED
Retail clients
Filing as of Feb 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$357.2M
Below cohort median (national)
Discretionary AUM
$357.2M
Clients
175
425 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 12, 1976
- Principal office
- 1350 TREAT BLVD, SUITE 260, WALNUT CREEK, CA, 94597
- Phone
- 925-627-8680
- Website
- HTTP://WWW.GKVCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $357.2M
- Discretionary AUM
- $357.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 425
- Non-discretionary accounts
- 0
- Total accounts
- 425
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $535K |
| High net worth individuals | 136 | $346.7M |
| Pension and profit sharing plans | Fewer than 5 | $976K |
| Individuals (other than high net worth individuals) | 36 | $9.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 3 | decreased by2 |
| Mar 1, 2026 | Clients | 122 | 175 | increased by53 |
| Mar 1, 2026 | AUM | $317,176,594 | $357,188,821 | increased by$40,012,227 |
| Mar 1, 2026 | Accounts | 383 | 425 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $264,897,460 | $317,176,594 | increased by$52,279,134 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 357 | 383 | increased by26 |
| Feb 1, 2022 | Employees | 5 | 6 | increased by1 |
| Feb 1, 2022 | Clients | 119 | 122 | increased by3 |
| Feb 1, 2022 | AUM | $219,299,735 | $264,897,460 | increased by$45,597,725 |
| Feb 1, 2022 | Accounts | 351 | 357 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GKV CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GKV CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.