SourcingSourcing

GKV CAPITAL MANAGEMENT CO INC

C40
CRD 108767·SEC 801-11341·WALNUT CREEK, CA
AUM
$357.2M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GKV CAPITAL MANAGEMENT CO INC
CRD
108767
SEC file #
801-11341
EIN
000000000
DBA names
—

Economics

AUM
$357.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$185.9M → $357.2M▲ +92%
Client mix
Individuals High Net Worth136
Individuals Other36
Pension Profit Sharing Plans2
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
WALNUT CREEK CA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
gkvcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VOGEL, GREGORY, PETER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
VOGEL, GREGORY, PETER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GKVCAPITAL.COM
Rdap Domain Creation Date
1999-04-17T04:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002052321
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-05-21
Edgar 13f Count
8
Edgar 13f Latest AUM Estimate
Filing Date2026-05-21
Accession0002052321-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
1350 TREAT BLVD.SUITE 260WALNUT CREEK, CA 94597
Business
1350 TREAT BLVD.SUITE 260WALNUT CREEK, CA 94597
Edgar EIN
000000000
Edgar Recent Filings
13F-HR/A2026-05-21 · 0002052321-26-000003
13F-HR2026-05-14 · 0002052321-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-04-17T04:00:00Z
Rdap Domain Last Changed
2023-08-18T16:51:11Z
Rdap Nameservers
Ns55.worldnic.comNs56.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2369862
Trust Company Affiliate
No

People (50)

50
VOGEL, GREGORY, PETER
IAR · Direct Owner · 87.5%
2369862
JUSTIN THOMAS BELLOWS
IAR
7044964
Christopher James Millius
IAR
6872091
KENT Alexander DELPH
IAR
6830224
Bryant Robert Malloy
IAR
5661399
JUSTIN MICHAEL FLORES
IAR
6601892
Sean Wilburn Powley
IAR
6585767
Kimberly B DuLaurence
IAR
4613097
EDWARD GREGORY WILLIAMS
IAR
4465340
MATTHEW JOHN FARRELL
IAR
4899032
ELAINE SHIN KWEI
IAR
5109945
WEISS, BRENT, MITCHELL
IAR
5078002
ASHMAN RAM MURTI
IAR
5882279
EVAN THOMAS BYRNE
IAR
6644990
NOREEN BURTNER
IAR
5681655
JEREMY CRESPILLO BELINGON
IAR
7548773
JOSEPH LITTERIO OLIVO
IAR
6458578
JOSEPH Amery STAUB
IAR
3070537
ZACHARY Frank MARSH
IAR
6489445
Muata Rikondja Mahluli
IAR
2873085
GARY D JOHNSTON
IAR
6391106
ALLYSON ELAINE Cooper
IAR
7064225
LUCAS M PELLETIER
IAR
6720417
JORDAN J SCOTT
IAR
7065609
Sarah Elizabeth Ellis
IAR
7081756
MATTHEW THOMAS DELLAERO
IAR
6183991
THOMAS KIRBY
IAR
2934454
RICHARD LAWRENCE ELLIOTT
IAR
2370514
STEPHEN Joseph BURLEY
IAR
5847586
Carsten Jared Murgas
IAR
7292644
Sammie Margaret Guajardo
IAR
7274219
JONATHAN William HOMMES
IAR
7130668
Victor Patrick Davidenko
IAR
7564488
ANDREW ARGEN
IAR
7269256
Kelsey Ann Aranha
IAR
7297420
Loren Christopher Krieg
IAR
7198593
Sean Kelly
IAR
7250269
HUNTER Kennedy CLARK
IAR
7137611
Myles Joseph McManus
IAR
6607044
BRANDON CHARLES AGUILAR GUNDERSON
IAR
7589110
JOELLE M HINDS
IAR
5878668
NICHOLAS LOUIS GRECO
IAR
7401870
Mark P Krystyn
IAR
7484623
ADRIENNE L STARK
IAR
4824157
DEBORAH LEEANN CORNES
IAR
7260459
STEPHEN BERNARD GLOWACKA
IAR
4584540
Nicholas Paul Cosentino
IAR
6774068
Jenifer Koch
IAR
6851233
Johnathan Irions
IAR
7189103
AUSTIN LINK
IAR
7908908