Gcb Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$34,392,304
Clients
43
Advisors
2
of 2 employees
About
GCB Private Wealth serves individual clients (including high‑net‑worth households) and a range of institutional clients such as pension and profit‑sharing plans, trusts, estates, and corporations. The firm offers fee‑based investment advisory services, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, including participant‑level fiduciary advice for qualified plans.
The firm’s investment approach emphasizes tactical asset allocation intended to reduce risk and enhance performance, integrating modern portfolio theory with fundamental, technical, and cyclical analysis. GCB uses a broad investment toolkit — from mutual funds and ETFs to options, futures, variable insurance products, and alternative interests (including real estate and oil and gas partnerships) — and may employ cash positions or option strategies as hedges.
Notable differences from many peers include offering 3(21) pension consulting and participant education while maintaining no stated account minimum and including financial planning for clients billed on an AUM basis. The firm’s principal also maintains limited insurance and other outside business activities (with related disclosure of potential conflicts when insurance products are recommended), and the adviser is registered in multiple states despite its small advisor headcount.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for comprehensive financial planning services ranging from $1,500 to $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: <0.75%
$250 per hour
Fee-only: Financial planning services included at no additional cost when billed for AUM
Main office
Austin TX
Advisors at this office
2
Most active in
California · Louisiana · Minnesota · New Jersey · New York · Texas
Also doing business as
B2 Group LLC · Gcb Private Wealth · Gcb Private Wealth 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 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
Althea M
Series 66
Austin, TX
Gcb Private Wealth
Althea Maravelas is a Series 66 licensed financial advisor at GCB Private Wealth with five years of industry experience. She previously worked at Morgan Stanley and has operated her own business, 9 DESIGN Group, LLC, since 2000. GCB Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines tactical asset allocation with fundamental, technical, and cyclical analysis, utilizing a broad range of investment instruments and pension consulting services without a stated account minimum.
Bradley B
Series 66
Austin, TX
Gcb Private Wealth
Bradley Bolnick is a financial advisor at Gcb Private Wealth in Austin, TX, holding a Series 66 designation with 17 years of industry experience. He has previously worked with Private Portfolio Partners and LPL Financial and has been an insurance agent since 2014. Outside of financial services, Bolnick has worked as an actor in commercials, TV shows, theatre, and movies. GCB Private Wealth serves individual and institutional clients, offering fee-based advisory services, discretionary portfolio management, and retirement plan consulting. The firm employs a tactical asset allocation approach using a broad range of investment tools and provides 3(21) pension consulting and participant education without a stated account minimum.
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