GC Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GC Asset Management (Realize Enterprises, LLC) provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages roughly $4.1 million in discretionary assets and conducts trading through client-designated custodians, without maintaining custody of client funds.
The advisor uses a proprietary, primarily long-term strategy while retaining the flexibility to trade more actively when appropriate; portfolios are constructed from individual equities, fixed income, and may include protective options strategies, margin borrowings, and concentrated positions as part of tactical allocation and risk-management decisions. Financial planning and consulting are offered on an engagement basis to address clients’ broader goals and may include written deliverables for certain engagements.
A distinctive feature of the firm is that its principal also operates as a licensed insurance professional and may sell insurance products for commission, a potential conflict of interest the brochure discloses and that clients are not required to follow. The firm also offers performance-based fees for qualifying clients and routinely employs options, margin, and concentrated strategies—an operational and compensation mix that is less common among firms of this size.
Client services
Expertise
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 client circumstances
10% of gains for gains less than 20%; 20% of gains for gains 20% or more annually, only for Qualified Clients with $750,000+ under management or net worth $1.5 million
Account minimum: $500,000
Main office
43537 Ridge Park Dr, Suite 100
Temecula CA 92590
Advisors at this office
1
Most active in
California
Also doing business as
Gc Asset Management · Realize Enterprises, LLC
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
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