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GUSTO INVESTMENT SERVICES, LLC
CRD 281515File 801-106732
APPROVED
Custody
Filing as of May 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.01B
Top 10% of cohort (national)
Discretionary AUM
$8.63B
Non-discretionary $3.38B
Clients
57,744
500,455 accounts
Employees
3
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 8, 2015
- Principal office
- 525 20TH STREET, SAN FRANCISCO, CA, 94107
- Phone
- (888) 228-3491
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.01B
- Discretionary AUM
- $8.63B
- Non-discretionary AUM
- $3.38B
- Discretionary accounts
- 449,890
- Non-discretionary accounts
- 50,565
- Total accounts
- 500,455
- AUM per client
- $208K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 57,744 | $11.63B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 92166 | 57744 |
| 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.