Gkfo, Llc
- Regulatory AUM
- $33.6M
- Discretionary
- $29.0M
- Clients
- 4
- Avg AUM / client
- $8.4M
- Accounts
- 18
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $603K | 1.79% |
| High net worth individuals | 3 | $33.0M | 98.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Charles Geczy | Managing Member/Chief Investment Officer | Jul 2009 (17y) | 50% – 75% | |
| Stephen Richard Kitching | Managing Member/Chief Operating Officer | Jul 2009 (17y) | 50% – 75% | |
| Nicholas Neilio | Chief Financial Officer | Nov 2012 (14y) | Less than 5% | |
| Bosacker, Alec, John | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% |
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) | 03/31/2026 | 1.05 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
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $79.1M (13% of AUM) Jan 2024
- Charles Schwab & Co. $17.1M (51% of AUM) Mar 2026
- Pershing $4.2M (13% of AUM) Mar 2025
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗