GC Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,813,026
Clients
8
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$351,628
About
GC Asset Management provides discretionary investment management and financial planning services primarily to individual and high‑net‑worth clients. Services include portfolio construction using individual equities and fixed income, protective options strategies, and standalone financial planning or consulting engagements billed on an hourly basis.
The firm pursues a proprietary, primarily long‑term strategy while permitting shorter‑term trading as needed; research combines fundamental, technical and market analysis and portfolios may use options, margin and concentrated positions as part of active management and hedging. Client portfolios are implemented and monitored through client‑selected custodians, and the firm does not accept custody of client assets.
A notable difference from many peers is that a principal of the firm is a licensed insurance producer and may recommend and receive commissions for insurance products, a disclosed potential conflict of interest. The firm also discloses that it may assess performance‑based fees for qualified clients; coupled with modest assets under management (roughly $2.8 million) and a small client base, this mix of insurance sales, potential performance fees, and active/options use distinguishes its practice from more typical fee‑only, buy‑and‑hold independent advisors.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Occupation focus
Executive
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $8,000,000: 0.80% annually $8,000,001+: 0.70% annually
$200 per hour, negotiable depending on complexity
10% of gains for Qualified Clients; 20% total for gains 20% or more annually
Account minimum: $500,000 (may be waived or reduced at Advisor's discretion)
Main office location
GC Asset Management
43537 Ridge Park Dr, Suite 100
Temecula CA 92590, United States
Number of offices
1
Most active in
GC Asset Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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