A complete list of active advisors currently associated with Gien Capital Management LLC

Warmer can help you find a great advisor at Gien Capital Management LLC or one who fits your needs even better.

Gien Capital Management LLC is a recently formed, state‑registered investment adviser (founded 2024, registered 2025) that offers discretionary asset management and standalone financial planning. The firm’s disclosed client base is composed primarily of trusts, charitable entities, business owners and estates rather than retail individual clients. Gien constructs individualized portfolios based on documented client objectives and employs a mix of fundamental, technical, charting and cyclical analysis with periodic monitoring and rebalancing. The firm manages accounts on a discretionary basis and routinely uses third‑party sub‑advisors to manage all or part of client assets, retaining authority to select and terminate those sub‑advisors. Noteworthy aspects include a small, concentrated roster of clients and assets under management, and a relatively high account minimum requirement, which together suggest focused, institution‑style relationships. Gien directs custody to a single institutional custodian, does not vote client proxies (clients receive proxy materials directly), and discloses that sub‑advisor fee differentials and custodial soft‑dollar benefits are potential sources of conflicts of interest.

To learn more about the advisors currently working at Gien Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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