San Francisco, CA Office

Great Gable Wealth Management provides discretionary portfolio management and related financial planning to high‑net‑worth individuals, trusts, estates, charitable organizations, and small businesses. Financial planning is offered only to clients who also receive portfolio management and is included without a separate advisory charge.

The firm manages balanced portfolios targeting capital appreciation through an equity and fixed‑income allocation, using free‑cash‑flow analysis, value‑based metrics, and assessments of competitive advantage to identify opportunities. GGA may occasionally employ options, margin, and shorter‑term trading, and reviews client accounts at least monthly.

GGA is affiliated with an adviser that sponsors pooled investment vehicles (the Great Gable Partners Funds), and clients may invest in those funds; the firm discloses that certain firm personnel may receive incentive allocations from the funds while GGA does not assess its standard management fee on assets invested in them and relies on CCO oversight and procedural safeguards to mitigate conflicts. The brochure also discloses that some supervised persons hold insurance appointments and receive referral‑based compensation from retirement platforms, and that a team member has prior broker‑dealer disciplinary disclosures from earlier employment.