Wealth manager, independent · Scottsdale, AZ
GPS Investments
Global Portfolio Solutions, Inc. · SEC-registered investment adviser · CRD 333381 · SEC 801-131396
At a glance
GPS Investments is an SEC-registered investment adviser based in Scottsdale, Arizona, with $128 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 85 individual clients. By Form ADV it is a wealth manager, ranked 7,480th of 8,915 wealth managers and 14,441st of 17,210 SEC-registered advisers by assets.
Main office 602-558-1211gpsinvest.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $128M
- Rank among wealth managers
- #7,480 of 8,915
- Rank among all SEC RIAs
- #14,441 of 17,210
- Rank in Arizona
- #173 of 212
- Individual clients
- 85
- High-net-worth clients
- 33
- Accounts
- 352
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 3
Owners and executives on its Form ADV
- William J. JonesFounder and Chief Executive Officer
- Trevor R. CrossChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
GPS Investments is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Fortune Financial Services and Fortune Financial as the broker-dealer its advisers are registered with.
Material Changes The following material changes have been made to this Disclosure Brochure since the annual amendment filing on March 5th, 2025: • Certain Advisory Persons are Registered Representatives of Fortune Financial Services, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 33 | $106M | 83% |
| Individuals | 52 | $21M | 17% |
Disciplinary disclosures
GPS Investments reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗gpsinvest.com ↗
AtlasMembers
The full record on GPS Investments
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 4,952 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does GPS Investments manage?
GPS Investments reports $128 million in regulatory assets under management across 352 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is GPS Investments?
GPS Investments is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are GPS Investments’s clients?
By assets, its largest client types are high-net-worth individuals ($106 million, 33 clients); individuals ($21 million, 52 clients).
Does GPS Investments have any disciplinary history?
GPS Investments reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is GPS Investments’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →