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GFO ADVISORY SERVICES, LLC
CRD 109278File 801-56752
APPROVED
Custody
Disclosure events
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$351.3M
Below cohort median (national)
Discretionary AUM
$351.3M
Clients
8
10 accounts
Employees
12
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 5, 1999
- Principal office
- 4 GREENWICH OFFICE PARK, 1ST FLOOR, GREENWICH, CT, 06831-5115
- Phone
- 203-661-6616
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $351.3M
- Discretionary AUM
- $351.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- $43.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $350.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 10 | 8 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.