Gargas Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gargas Investments provides ongoing discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, businesses, and retirement plans. The firm also offers non‑management investment advice and project‑oriented planning engagements where clients retain responsibility for implementation.
The firm seeks to build globally diversified portfolios consistent with modern portfolio theory, relying mainly on mutual funds and exchange‑traded funds and using fundamental security analysis alongside market trend and economic cycle analysis. Portfolios are tailored to clients’ risk profiles and may be managed under discretionary or non‑discretionary arrangements with client‑imposed restrictions accepted.
Gargas Investments is a small, owner‑led adviser formed in 2022 with limited staff and a modest client base and assets under management, and its Brochure does not identify a focus on high‑net‑worth clients. The managing member also operates an affiliated insurance business that sells insurance products for commission, a relationship the firm discloses as a potential conflict of interest.
Client services
Expertise
Fee options
Up to $2,500 for individuals and up to $10,000 for businesses for financial planning services
$0 - $1,000,000: 1.250% $1,000,000 - $5,000,000: 1.125% $5,000,000+: 1.000%
$175 to $250 per hour for financial planning services
Main office
1977 Cabin Drive, Suite 208
Van Buren MO 63965
Advisors at this office
2
Most active in
Missouri · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Edward G
Series 66
Van Buren, MO
Gargas Investments LLC
Edward Gargas is a financial advisor at Gargas Investments LLC with 16 years of industry experience. He holds a Series 66 designation and has previously served as IAR and Chief Compliance Officer at Bagby Wealth Management for nine years. He is also the managing member of Gargas Insurance Solutions, LLC, an insurance business organized in 2022. Gargas Investments provides portfolio management, financial planning, and retirement plan consulting to individuals, families, businesses, and retirement plans. The firm builds globally diversified portfolios using mutual funds and ETFs, tailoring strategies to clients’ risk profiles under discretionary or non-discretionary arrangements.
Grant F
Series 65
Van Buren, MO
Gargas Investments LLC
Grant Featherston is a financial advisor at Gargas Investments LLC with a Series 65 designation and one year of industry experience. Prior to joining Gargas Investments in 2026, he worked at Southern Bank for one year. Gargas Investments provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, businesses, and retirement plans. The firm builds globally diversified portfolios mainly using mutual funds and exchange-traded funds, tailoring strategies to clients' risk profiles under both discretionary and non-discretionary arrangements.
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