Gervais Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$145,094,335
Clients
42
Advisors
1
of 1 employees
About
Gervais Capital Management provides ongoing portfolio management, financial planning, and pension consulting to a small client base that includes individuals, high-net-worth households, charitable organizations, corporations and pooled investment vehicles. Its service set includes developing written Investment Policy Statements, offering discretionary portfolio management, and recommending investment options tailored to client objectives and risk tolerances.
The firm employs a blend of analytical approaches—cyclical, fundamental, quantitative, technical and modern portfolio theory—and implements strategies that range from long-term equity and fixed‑income investing to options trading and private placements. It generally seeks discretionary trading authority, documents client risk profiles in an IPS, and conducts regular monitoring and reporting to align portfolios with client goals.
What distinguishes the firm from many peers is its explicit focus on pension consulting and its acceptance of charitable and corporate/business clients, services that are relatively uncommon among similarly structured independent advisers. The firm also manages a private alternatives fund and discloses that it may recommend that fund to suitable clients, a practice the brochure notes as a potential conflict of interest that it seeks to manage.
Client services
Expertise
Fee options
1.20% annually
$500 per hour with a minimum of 3 hours
15% of capital appreciation on assets above a 7% annual hurdle rate, with a 1.00% annual management fee
Fee-only: $500 per hour with a minimum of 3 hours
Main office
3485 North Pines Way, Suite 105
Wilson WY 83014
Advisors at this office
1
Most active in
Florida · Texas · Wyoming
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)