Gt Investment Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 325619
· SEC file 801-134784
· Los Angeles, CA
· gtria.com
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ADV data as of Feb 23, 2026
- Regulatory AUM
- $5.5M
- Discretionary
- $5.5M
- Clients
- 35
- Avg AUM / client
- $157K
- Accounts
- 41
- Employees
- 1
AUM over time
$5.5M
$5.5M
Oct 20, 2025
Feb 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 35 | $5.5M | 100.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Steven Turo | Registered representative | Apr 2024 (2y) | ||
| Geoffrey Ryan Sokol | Registered representative | Jul 2024 (2y) | ||
| Mayuko Hamazaki | Registered representative | Jul 2024 (2y) | ||
| Cole Kahrilas | Registered representative | Jan 2026 (1y) | ||
| Katelyn Henderson Gallanty | Registered representative | Jun 2026 (0y) |
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) | 02/23/2026 | 1.19 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗