G10 LLC

Overview

G10 LLC is an SEC registered investment adviser based in Hunt Valley, MD, registered since 2023. It reports $4.9B in assets under management across 179 accounts, with 49 employees.

Reported AUM

$4.9B

Discretionary

100%

Accounts

179

Average account

$27.4M

Employees

49

Registered since

2023

Jurisdictions

1

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

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

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 8

• Kevin Dale Irwin Member of Board of Managers, Chief Executive Offficer CRD 6220349
• Scott Stephen Cimino President CRD 4995166
• Heidi Melissa Jose Chief Financial Officer CRD 7810934

5 more executive officers, with direct contact details

Location

Headquarters

217 International Cir
Hunt Valley, MD 21030

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: kwiadvisory.com

Every state, with registration dates

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