A complete list of active advisors currently associated with Sanchez Gaunt Capital Management, LLC

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

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.

To learn more about the advisors currently working at Sanchez Gaunt 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.