Managing Member & Chief Compliance Officer · Gervais Capital Management, LLC
Donald G. Gervais
CRD 2870806 · Named on Form ADV at one SEC-registered adviser
At a glance
Gervais Capital Management, LLC, an SEC-registered wealth manager based in Wilson, WY with $156 million in regulatory assets, lists Donald G. Gervais on its Form ADV as Managing Member & Chief Compliance Officer, a control person.
Firms and roles
- Gervais Capital Management, LLCManaging Member & Chief Compliance OfficerWealth manager · Wilson, WY · $156M in regulatory assets
AtlasMembers
Donald’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Susan K. GervaisTechnology Associate, Gervais Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.