Gervais Capital Management

What Gervais Capital Management does

Gervais Capital Management LLC is a privately held, Wyoming-domiciled registered investment adviser (RIA) founded by Donald G. Gervais, Jr., CFA, operating from a single office in Teton Village, WY. The firm delivers an integrated wealth planning and investment management solution to high net worth individuals and institutional clients — including public and corporate pension plans, endowments, foundations, and sovereign wealth funds — built on the premise that individual investors should have access to the same techniques used by the world's largest pension funds. The core service stack comprises Advanced Financial Planning (retirement needs analysis, college savings, goal-based frameworks), Investment Management (a three-pool asset allocation framework spanning growth, income, and diversifying assets, with access to passive, active, and alternative strategies including hedge funds), and Retirement Plan Consulting for institutional sponsors covering plan design, investment offerings, fiduciary governance, and plan reviews.

The firm's technology backbone is entirely third-party: Riskalyze for client risk scoring (embedded as both a website widget and a lead-generation questionnaire) and the eMoney/eMAPlan platform for investment plan creation, client login, and account-level transparency. The firm positions itself as a fiduciary with explicit alignment-of-interest language, including investing alongside clients using the same strategies, and emphasizes deep, multi-decade client relationships built on comprehensive planning rather than transactional portfolio management.

Revenue is generated through fee-based investment advisory, recurring financial planning engagements, and professional services for retirement plan consulting — pricing is not publicly disclosed and fee schedules are available on request and via Form ADV. The go-to-market is sales-led and relationship-driven: the founder's institutional network from Goldman Sachs, JPMorgan, Allianz Global Investors, and GE pension fund serves as the primary referral channel, supplemented by content marketing through the firm's blog (industry thought leadership authored by the founder), the Riskalyze website tool, and direct email inquiry via [email protected]. The firm is entirely founder-owned with no external PE/VC backing, no disclosed subsidiaries, and no disclosed headcount, consistent with a boutique RIA structure.

Name

Gervais Capital Management

Legal name

Gervais Capital Management LLC

Website

https://gervaiscapital.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Gervais Capital Management is a Wyoming-based registered investment adviser founded by Donald G. Gervais, Jr., CFA, delivering integrated financial planning, asset allocation, and retirement plan consulting to high net worth individuals and institutional clients using institutional-grade investment techniques.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAACAG

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAAAJAJ

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns)

Financial & Insurance/Asset & Wealth Management/Asset Management — Multi-Asset & Balanced

SECONDARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

Keywords

• Wealth management services
• Investment advisory services
• Financial planning services
• Retirement plan consulting
• Asset allocation management

Headquarters

HQ city

Jackson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services for high net worth individuals and institutional clients. Revenue generated through advisory fees, likely based on assets under management (AUM) given the wealth management nature of the business.
2. Financial Planning Services: Advanced financial planning services incorporating retirement needs analysis and college savings planning for individual clients.
3. Retirement Plan Consulting: Institutional retirement plan consulting services including plan design, investment offerings, reviews, and fiduciary governance framework for corporate and institutional clients.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Gervais Capital Management provides integrated wealth management and advanced financial planning services for high net worth individuals, combining goal-based financial planning with a disciplined investment management process built on a three-pool asset allocation framework (growth, income, and diversifying). For institutional clients, the firm delivers retirement plan consulting covering plan design, investment offerings, reviews, and fiduciary governance support. All services are delivered under a fiduciary standard, with risk scoring, wealth forecasting, model portfolios, and risk scenario analysis driven by the client's unique circumstances.

Product overview

Gervais Capital Management offers a unified wealth management and financial planning solution. The core offering combines Advanced Financial Planning with Investment Management services, using a three-pool asset allocation framework (growth, income, and diversifying). For institutional clients, the company provides Retirement Plan Consulting covering plan design, investment offerings, and fiduciary governance. All services are anchored by advanced financial planning that creates the framework for investment decisions, and clients receive technology-enabled access to their plans and accounts through third-party wealth management platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Advanced Financial Planning

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Creative Planning: Fee-only RIA providing comprehensive wealth management, retirement plan consulting, and institutional advisory. Closely comparable service offering and dual HNW/institutional go-to-market, though at substantially larger scale following its PE-backed growth.
• Aspiriant: Fee-only wealth management firm focused on HNW individuals and families with integrated financial planning and discretionary portfolio management. Comparable boutique RIA competing for the same fiduciary-minded HNW segment.
• Carson Group: National RIA serving individual investors and retirement plan sponsors through partner advisors. Overlapping retirement plan consulting, investment management, and advisor-support offerings.
• Cresset Capital: Independent multi-family office and RIA serving HNW and institutional clients with integrated wealth planning and investment management. Highly comparable boutique, fiduciary-aligned model serving similar clientele.
• Cerity Partners: Wealth management and institutional advisory firm combining investment management, financial planning, and retirement plan consulting for HNW clients and institutions. Directly comparable service mix at greater scale following multiple acquisitions.
• Brighton Jones: Boutique RIA offering integrated financial planning, investment management, and tax services to HNW clients. Comparable founder-era, planning-led boutique model targeting similar client profiles.
• Mariner Wealth Advisors: Large, founder-led independent RIA offering financial planning, investment management, and retirement plan consulting to HNW individuals and institutions. Directly comparable to Gervais in service mix and target market, but at significantly greater scale and with external capital backing.

Broad incumbents

• Fisher Investments: Large established investment manager serving institutional and HNW clients with portfolio management services. Overlaps with Gervais on investment management for pensions and HNW, but operates at vastly larger scale and does not focus on integrated boutique planning.
• Goldman Sachs Personal Financial Management: Large-scale wealth management business (now part of Rockefeller Capital Management) offering institutional-quality investment management to HNW clients. Comparable on the 'institutional approach for individuals' thesis that Gervais also markets, but as part of a much broader platform.
• Charles Schwab Wealth Management: Incumbent wealth and asset management franchise offering portfolio management, financial planning, and retirement plan services at massive scale. Provides the broad-market competitive context for boutique RIAs like Gervais.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/gervais-capital-management-llc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gervais Capital Management