G & O Financial Services, Inc.
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clayton Carter Kreis | President/Chief Compliance Officer/Director | Personal Financial Specialist | Jan 1999 (28y) | 10% – 25% |
| Del Rio, Jose, Edward | Director/Treasurer/Secretary | Jan 1999 (28y) | 10% – 25% | |
| Waters, James, Purington | Director | Jan 1999 (28y) | 10% – 25% | |
| Reiber, Suzanne, Mary | Director | Jan 2009 (18y) | 10% – 25% | |
| Kevin Patrick Mccutcheon | Chief Investment Officer | CFA | Jul 2013 (13y) | 10% – 25% |
| Touger, Marianne, O. | Director | Jan 2019 (8y) | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • REFERRAL FEES FROM RIAS
Services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Interactive Brokers $69.9M (40% of AUM) Mar 2022
- Charles Schwab & Co. $52.1M (30% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗