GSR Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GSR Capital Management provides discretionary comprehensive portfolio management and employer‑sponsored ERISA plan consulting to a mix of individual households as well as pension and profit‑sharing plans, municipal entities, corporations, trusts, and charitable organizations. Portfolios may include ETFs, mutual funds, individual stocks and bonds, and the firm also offers insurance products (life, accident & health, indexed annuities) through its licensed insurance activities.
The firm typically meets with clients to establish financial goals and risk tolerance, then implements tailored, discretionary strategies with periodic reviews (generally quarterly) and the option for clients to impose reasonable investment restrictions. Investment decisions use a blend of technical approaches (charting, cyclical analysis), valuation and fundamental analysis, and employ long‑term, short‑term, and occasional trading strategies while cash reserves are managed in FDIC‑insured programs, money‑market funds and high‑grade short‑term instruments.
Notable distinctions relative to many independent peers include active work with institutional and plan sponsor clients — including one‑time or ongoing ERISA consulting — and service to corporate and charitable clients in addition to individuals. The firm discloses insurance sales as a potential conflict of interest and describes operational practices such as requiring client accounts at its chosen custodian and sharing transaction costs with clients.
Client services
Expertise
Fee options
Generally $750 to $10,000 annually for ongoing consulting services
$0 - $125,000: 1.25% $125,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.70% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $3,000,000: 0.50% $3,000,000+: 0.40%
$250/hour for Employer-Sponsored ERISA Plan Consulting
Account minimum: $250,000 Fee-only: Hourly rate $250; Flat fees $750 to $10,000; Plan asset percentage up to 1.00%
Main office
760 Cypress Avenue, Suite 302
Redding CA 96001
Advisors at this office
1
Most active in
California · Oregon · Texas · Washington
Also doing business as
Gsr Capital Management · Gsr Capital Management, Inc.
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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