Sanchez Gaunt Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sanchez Gaunt Capital Management LLC is an SEC‑registered investment adviser managing about $285.8 million on behalf of roughly 830 clients served by three advisors. The firm provides discretionary portfolio management, recommends and monitors third‑party money managers (including access to the AssetMark platform), and offers investment solutions for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities.
SGCM’s client work begins with detailed financial assessments and the development of customized investment policy statements, followed by ongoing discretionary oversight that includes rebalancing and tax‑aware adjustments. Its investment process combines fundamental, technical (charting and cyclical) analysis and a range of strategies — from long‑ and short‑term positions and option writing to alternative investments and private real‑estate placements — and it conducts due diligence on outside managers it recommends.
The firm publishes subscription newsletters and periodicals and routinely offers educational seminars and workshops, services it currently provides at no additional charge — offerings that are uncommon among peers. The brochure also discloses that firm principals are licensed to sell commission‑based insurance products and that the firm has an affiliated estate‑planning entity (Specialized Trusts & Estate Plans, LLC) that charges separate fees, and SGCM’s roughly 275+ clients per advisor is a notably high client‑to‑advisor ratio compared with similar supported firms.
Client services
Expertise
Fee options
Flat fees may be charged at firm's discretion in certain cases; negotiable
Up to 2.00% annually, billed quarterly in advance
Commission-based compensation is earned by principals acting as insurance agents for fixed and variable life insurance products; separate from advisory fees
Fee-only: Advisory fees based solely on percentage of assets under management; no commissions charged by the firm
Main office
9160 Double Diamond Parkway, Suite 100
Reno NV 89521
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · Idaho · Louisiana · Montana · Nevada · North Carolina · Oregon · Tennessee · Texas · Washington
Also doing business as
Sanchez Gaunt Capital Management · Sanchez Gaunt 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.
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.
Quick links
Advisors at this firm
Eduardo F
Series 65, Series 66
Reno, NV
Sanchez Gaunt Capital Management, LLC
Eduardo Fletes is a financial advisor at Sanchez Gaunt Capital Management, LLC with Series 65 and Series 66 licenses. He has worked in the financial services industry since 2022 and has prior experience in education and the entertainment sector. Outside of advisory work, he is a licensed insurance agent offering various insurance products and provides estate planning services through a related entity. Sanchez Gaunt Capital Management advises individual and high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and access to third-party money managers. The firm employs a diversified investment approach combining fundamental, technical, and cyclical analysis, and offers educational resources and seminars to clients.
Jason G
CFP®, Series 63, Series 65
Reno, NV
Sanchez Gaunt Capital Management, LLC
Jason Gaunt is a CFP® professional with 13 years of industry experience, currently serving as Chief Operating Officer and financial advisor at Sanchez Gaunt Capital Management, LLC. His prior roles include positions at Independent Financial Group and Panagora Asset Management. Gaunt is also involved as an officer and frequent host on The Jon Sanchez Show, a financial news radio program and podcast used for client education and marketing. Sanchez Gaunt Capital Management, LLC advises individual and high-net-worth clients, trusts, estates, and business entities, providing discretionary portfolio management and referrals to estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop diversified portfolios and offers educational seminars and newsletters to clients.
Jon S
Series 63, Series 65
Reno, NV
Sanchez Gaunt Capital Management, LLC
Jon Sanchez is the CEO of Sanchez Gaunt Capital Management, LLC and holds Series 63 and Series 65 licenses with 32 years of industry experience. Prior to founding his current firm in 2025, he spent 12 years at Independent Financial Group LLC. He is also the host of The Jon Sanchez Show, a radio program he has produced since 2000. Outside of financial advising, Sanchez is involved in several business ventures including ownership of ranching operations and yacht management, and he holds a USCG captain’s license for fishing charters. Sanchez Gaunt Capital Management advises individuals, high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and access to third-party money managers and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and offers educational seminars and firm-published newsletters to clients.
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