GA Pincus Funds, LLC
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About
GA Pincus Funds, LLC provides investment advisory services to individuals (including high-net-worth clients) and to entities such as corporations, trusts, employee benefit plans, and charities. The firm offers both discretionary and non-discretionary portfolio management focused on ETF-based strategies and does not participate in wrap-fee programs.
The adviser implements a proprietary ETF diversification strategy that combines strategic asset allocation with tactical asset-allocation tilts, selecting ETFs based on tracking quality and cost and rebalancing via a proprietary algorithm loosely based on the 5/25 rebalancing rule. Portfolios are continuously monitored through the firm’s software, and the firm states it will manage taxable accounts with attention to tax efficiency where possible.
Notable distinctions include leadership with specialist ETF industry and ETF-technology experience and the firm’s ownership of related businesses such as an ETF-focused technology firm and a financial due diligence practice, maintained on a limited part-time basis. The firm also maintains a referral/partnership arrangement with another advisory firm under which that partner retains client relationships, and it forgoes aggregation of block orders by submitting trades simultaneously through its custodian’s APIs to provide consistent execution pricing.
Client services
Expertise
Fee options
$0+: 1.00% annually for discretionary assets $0+: 0.50% annually for non-discretionary assets
Main office
Brentwood TN
Advisors at this office
3
Most active in
Illinois · New York · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Gabriel P
Series 63, Series 65
Brentwood, TN
GA Pincus Funds, LLC
Gabriel Pincus is the principal of GA Pincus Funds, LLC, an independent investment advisory firm based in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He also works with Kramer Projects and has a background in ETF markets and financial technology. GA Pincus Funds, LLC manages approximately $60 million across 160 accounts, serving individuals and various client types. The firm employs a technology-driven approach to portfolio management, focusing on ETF-based discretionary accounts with a proprietary diversification framework and algorithmic rebalancing.
Karyna H
Series 65
Brentwood, TN
GA Pincus Funds, LLC
Karyna Hawthorne is a financial advisor at GA Pincus Funds, LLC, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Tailwind Financial LLC, Tailwind CPA, and positions in accounting and corporate sectors such as Unilever and Capgemini. In addition to advisory work, she is a staff accountant at Tailwind CPA, a CPA firm. GA Pincus Funds, LLC provides investment advisory and portfolio management services primarily to individual clients, managing approximately $60 million across 160 accounts. The firm employs a technology-driven approach focused on ETF-based portfolios, combining strategic and tactical asset allocation with a proprietary diversification framework and algorithmic rebalancing.
Diana H
Brentwood, TN
GA Pincus Funds, LLC
Diana Halenz is a financial advisor at Tailwind Financial LLC with one year of industry experience. She is also a CPA and owner of two accounting firms, Diana M Halenz CPA LLC and Tailwind CPA LLC, where she provides accounting and tax planning services. Tailwind Financial is a state-registered investment advisory firm that offers financial planning and consulting services to individual clients. The firm emphasizes long-term strategies based on modern portfolio theory and provides tailored recommendations while leaving implementation to clients.
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