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GUSTO INVESTMENT SERVICES, LLC
CRD 281515File 801-106732
APPROVED
Custody
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.70B
Top 10% of cohort (national)
Discretionary AUM
$9.11B
Non-discretionary $3.59B
Clients
50,388
527,852 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
- $12.70B
- Discretionary AUM
- $9.11B
- Non-discretionary AUM
- $3.59B
- Discretionary accounts
- 475,580
- Non-discretionary accounts
- 52,272
- Total accounts
- 527,852
- AUM per client
- $252K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 50,388 | $12.30B |
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
- Yes
- 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 |
|---|---|---|---|---|
| Aug 23, 2026 | Clients | 57,744 | 50,388 | decreased by7,356 |
| Aug 23, 2026 | AUM | $12,007,444,821 | $12,698,442,351 | increased by$690,997,530 |
| Aug 23, 2026 | Accounts | 500,455 | 527,852 | increased by27,397 |
| Aug 17, 2026 | Clients | 92,166 | 57,744 | decreased by34,422 |
| Jun 1, 2026 | Clients | 87,973 | 92,166 | increased by4,193 |
| Jun 1, 2026 | AUM | $16,494,894,029 | $12,007,444,821 | decreased by$4,487,449,208 |
| Jun 1, 2026 | Accounts | 792,653 | 500,455 | decreased by292,198 |
| May 1, 2026 | Employees | 7 | 3 | decreased by4 |
| Feb 1, 2026 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 317 | 8 | decreased by309 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 32,692 | 87,973 | increased by55,281 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,890,135,888 | $16,494,894,029 | increased by$10,604,758,141 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 32,692 | 792,653 | increased by759,961 |
| Apr 1, 2022 | Employees | 174 | 317 | increased by143 |
| Apr 1, 2022 | Clients | 22,533 | 32,692 | increased by10,159 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GUSTO INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GUSTO INVESTMENT” 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.