Gregory Brown
Advisor at G&S Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
G&S Capital LLC
Location
Denver, CO 80111
Credentials
CFA®, Series 63, Series 66
Industry experience
28 years
About
Gregory Brown is a CFA® charterholder with 28 years of industry experience. He is currently with G&S Capital LLC, where he has worked since 2022. Prior to that, he was with Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. from 2016 to 2022, and Wunderlich Securities Inc from 2008 to 2016. G&S Capital LLC provides discretionary investment management and financial planning to individuals, trusts, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, using a broad range of investment instruments and regularly monitoring accounts with discretionary authority.
Expertise
Based on G&S Capital LLC
Retirement plans for business owners (SEP, solo 401k)
Equity compensation tax strategy
Options & derivatives strategies
Private / alternative investments
Fee options
$0 - $499,999: 1.40% $500,000 - $999,999: 1.30% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000 - $24,999,999: 0.60% $25,000,000+: Negotiable
$250 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: Minimum annual fee of $6,500 Fee-only: Hourly fee of $250 for financial planning and consulting; may be reduced or waived for clients with assets managed by G&S.
Location
7887 E. Belleview Ave., Suite 1225
Denver, CO 80111
Most active in
Gregory B has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
G&S Capital LLC
2022 - Present (4 years)
Schwab Private Client investment Advisory, Inc.
2016 - 2022 (6 years)
Charles Schwab
2016 - 2022 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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