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G10 LLC

CRD 322876File 801-128984
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.91B
Top 25% of cohort (national)
Discretionary AUM
$4.90B
Non-discretionary $2.9M
Clients
137
179 accounts
Employees
49
Top 25% of cohort in MD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Oct 30, 2023
Principal office
217 INTERNATIONAL CIRCLE, HUNT VALLEY, MD, 21030
Phone
443-541-2440

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.91B
Discretionary AUM
$4.90B
Non-discretionary AUM
$2.9M
Discretionary accounts
177
Non-discretionary accounts
2
Total accounts
179
AUM per client
$35.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other31$1.6M
Charitable organizations6$1.1M
High net worth individuals84$83.9M
Pooled investment vehicles16$4.77B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients138137
Aug 12, 2026RegistrationAPPROVED

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.