G&S Capital Llc
- Regulatory AUM
- $476M
- Discretionary
- $463M
- Clients
- 421
- Avg AUM / client
- $1.1M
- Accounts
- 1,265
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 264 | $109M | 23.0% |
| High net worth individuals | 157 | $363M | 76.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.6M | 0.76% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Lloyd Soucie | Manager, Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer | CFP | Mar 2005 (21y) | 75% or more |
| Ryan Buckley Williams | Registered representative | CFP | Mar 2016 (10y) | |
| Louis Waters Harris | Registered representative | CFP | Apr 2019 (7y) | |
| Gregory Stone Brown | Registered representative | CFA | Aug 2022 (4y) | |
| Scott A. Jensen | Registered representative | Dec 2024 (2y) | ||
| April Horace | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% 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) | 05/01/2026 | 894 KB | 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
- • Hourly charges
- • Other fees
- • PERCENTAGE OF RETIREMENT PLAN ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $468M (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗