Gervais Capital Management, LLC

Overview

Gervais Capital Management, LLC is an SEC registered investment adviser based in Wilson, WY, registered since 2018. It reports $156M in assets under management across 181 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$156M

Discretionary

92%

Accounts

181

Average account

$861K

Employees

1

Advisory reps

1

Registered since

2018

Jurisdictions

3

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Donald George Gervais Jr Managing Member, Chief Compliance Officer CRD 2870806
• Susan Katz Gervais Technology Associate CRD 7077623

Advisory reps 1 of 1

• Donald George Gervais Jr. Investment Adviser Rep CRD 2870806

Location

Headquarters

3485 N Pines Way Ste 105
Wilson, WY 83014

County

Teton

Metro area

Jackson, WY-ID

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: gervaiscapital.com

Every state, with registration dates

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