GFN Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$79,553,222
Clients
311
Advisors
4
of 5 employees
About
GFN Capital Management provides investment advisory and management services to individuals (including high‑net‑worth clients), trusts, estates, corporations, retirement plans, pension and profit‑sharing plans, endowments and foundations. Services include discretionary and non‑discretionary portfolio management, financial planning, pension consulting, selection and referral to third‑party managers, and participation in wrap‑fee programs.
The firm combines multiple analytical approaches (fundamental, technical, cyclical and charting) and uses long‑term, short‑term and occasional active trading to implement client strategies, while offering access to model portfolios and third‑party discretionary managers. GFN may use derivatives (including options) in some separately managed accounts, monitors outside managers it recommends, and charges advisory fees based on assets under management while also assessing a separate platform fee on select managed accounts.
GFN is distinctive for its network of affiliated businesses that provide pension administration and accounting/tax services (including pension consulting and bookkeeping), and its advisers spend a material portion of their time on these non‑investment services. The firm also acts as a wrap‑fee program sponsor, refers clients to third‑party managers for which it may receive a portion of advisory fees, and discloses specific revenue‑sharing and conflict‑of‑interest practices (including passing certain fee reductions through to 401(k) participants).
Client services
Expertise
Fee options
$100,000 - $999,999: 1.0% to 2.0% $1,000,000 - $4,999,999: 0.8% to 1.5% $5,000,000 - $10,000,000: 0.7% to 1.5% $10,000,000+: Negotiable
Platform fee of 0.04% annually (billed monthly) on select managed accounts
Account minimum: $100,000 (negotiable or waivable) Fee-only: All revenue is derived directly from clients, no commissions from third parties.
Main office
300 N. Coit Road, Suite 1300
Richardson TX 75080
Advisors at this office
4
Most active in
Texas
Also doing business as
Gfn Capital Management · Glazer Capital · Glazer Capital Management, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
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