GFS ADVISORS LLC

CRD 143110File 801-67899

APPROVED

Retail clients

Disclosure events

Filing as of Sep 2, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$3.76B

Top 25% of cohort (national)

Discretionary AUM

$2.72B

Non-discretionary $1.04B

Clients

406

654 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: May 21, 2007
Principal office: 1330 POST OAK BLVD., SUITE 2100, HOUSTON, TX, 77056
Phone: 713-968-0400
Website: HTTP://WWW.GLOBALHOU.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.76B
Discretionary AUM: $2.72B
Non-discretionary AUM: $1.04B
Discretionary accounts: 553
Non-discretionary accounts: 101
Total accounts: 654
AUM per client: $9.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	27	$82.3M
Investment companies	2	$19.3M
Charitable organizations	5	$12.5M
High net worth individuals	324	$1.30B
Individuals (other than high net worth individuals)	48	$58.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
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 11

Q11E2
Q11E4

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	654	406	decreased by248
Apr 1, 2026	Clients	722	654	decreased by68
Apr 1, 2026	AUM	$3,268,787,765	$3,761,962,187	increased by$493,174,422
Apr 1, 2026	Accounts	724	654	decreased by70
May 1, 2025 vs Oct 1, 2022	Clients	521	722	increased by201
May 1, 2025 vs Oct 1, 2022	AUM	$2,364,828,660	$3,268,787,765	increased by$903,959,105
May 1, 2025 vs Oct 1, 2022	Accounts	521	724	increased by203
Apr 1, 2022	Employees	12	11	decreased by1
Apr 1, 2022	Clients	552	521	decreased by31
Apr 1, 2022	AUM	$2,225,252,073	$2,364,828,660	increased by$139,576,587
Apr 1, 2022	Accounts	547	521	decreased by26
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 “GFS ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GFS ADVISORS” 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.