GFN Capital Management logo

GFN Capital Management

Updated today

Client AUM

$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

Portfolio management Pension consulting

Expertise

Options & derivatives strategies

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Fee options

Percentage

$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

Subscriptions

Platform fee of 0.04% annually (billed monthly) on select managed accounts

Other

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

Advisors at this firm

user avatar

Frank P

Series 63, Series 65

Richardson, TX

GFN Capital Management

Frank Precht is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been involved with Kovack Securities, Inc., Glazer Capital Management, and Glazer Financial Network since the early 1990s. Outside of his advisory work, Precht manages a hunting lease in Eastland County, Texas, and is involved in cattle sales. GFN Capital Management provides investment advisory and management services to a broad client base, including individuals, trusts, corporations, and retirement plans. The firm employs a variety of analytical approaches and trading strategies, offers access to model portfolios and third-party managers, and supports pension administration and accounting services through its affiliated businesses.

Options & derivatives strategies
user avatar

Brandon M

Series 66

Richardson, TX

GFN Capital Management

Brandon Moore is a financial advisor at GFN Capital Management with 17 years of industry experience. He holds a Series 66 designation and has worked at GFN Capital Management, Kovack Securities, Inc., and Glazer Financial Network since 2002. Outside of his advisory duties, he serves as a youth soccer referee. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs a combination of fundamental, technical, cyclical, and charting analyses, offering both discretionary and non-discretionary management along with access to model portfolios and third-party managers.

Options & derivatives strategies
user avatar

Maurice G

Series 63, Series 65

Richardson, TX

GFN Capital Management

Maurice Glazer is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been involved with several firms, including Kovack Securities and various entities under the Glazer Financial Network umbrella, where he serves in multiple leadership roles. Outside of his advisory work, he is engaged in ventures ranging from fixed insurance sales to consulting for healthcare-related and technology companies. GFN Capital Management provides investment advisory and management services to a broad client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs multiple analytical approaches and trading strategies while offering access to model portfolios, third-party managers, and wrap-fee programs, alongside affiliated businesses that provide pension administration and accounting services.

Options & derivatives strategies
user avatar

Leigh G

Series 63, Series 65

Richardson, TX

GFN Capital Management

Leigh Goldblatt is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked with Kovack Securities, Inc. since 2007 and has been associated with Glazer Financial Network since 2002. Outside of investment advisory, Goldblatt is involved in multiple business activities including pension administration, fixed insurance sales, and marketing services targeted at doctors. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs a combination of fundamental, technical, cyclical, and charting analyses, offering both discretionary and non-discretionary portfolio management alongside access to model portfolios and third-party managers.

Options & derivatives strategies
View complete list of advisors at this firm
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