Gsr Capital Management, Inc.

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 174383 · Redding, CA · www.linkedin.com

☆ Save with Pro ADV data as of Feb 25, 2026

Regulatory AUM: $88.1M
Discretionary: $88.1M
Clients: 113
Avg AUM / client: $779K
Accounts: 286
Employees: 1

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	89	$37.6M	42.8%
High net worth individuals	24	$47.1M	53.5%
Pension and profit sharing plans	Fewer than 5 clients	$2.9M	3.35%
Charitable organizations	Fewer than 5 clients	$165K	0.19%
Corporations and other businesses	Fewer than 5 clients	$169K	0.19%

People (1)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Glenn Stephen Rank	Registered representative		Mar 2015 (11y)

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)	02/25/2026	1.02 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
• Hourly charges
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Portfolio management for businesses/institutional clients
• Pension consulting services

Custody

Reported custodians

Raymond James $88.1M (100% of AUM) Feb 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: Feb 25, 2026.

View current Form ADV (SEC/IAPD) ↗