GSR Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$88,051,038
Total clients
113
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
113
Average account size
$779,213
About
GSR Capital Management provides discretionary comprehensive portfolio management and employer‑sponsored ERISA plan consulting to a mix of individual households as well as pension and profit‑sharing plans, municipal entities, corporations, trusts, and charitable organizations. Portfolios may include ETFs, mutual funds, individual stocks and bonds, and the firm also offers insurance products (life, accident & health, indexed annuities) through its licensed insurance activities.
The firm typically meets with clients to establish financial goals and risk tolerance, then implements tailored, discretionary strategies with periodic reviews (generally quarterly) and the option for clients to impose reasonable investment restrictions. Investment decisions use a blend of technical approaches (charting, cyclical analysis), valuation and fundamental analysis, and employ long‑term, short‑term, and occasional trading strategies while cash reserves are managed in FDIC‑insured programs, money‑market funds and high‑grade short‑term instruments.
Notable distinctions relative to many independent peers include active work with institutional and plan sponsor clients — including one‑time or ongoing ERISA consulting — and service to corporate and charitable clients in addition to individuals. The firm discloses insurance sales as a potential conflict of interest and describes operational practices such as requiring client accounts at its chosen custodian and sharing transaction costs with clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Fee options
Generally $750 to $10,000 annually for ongoing consulting services
$0 - $125,000: 1.25% $125,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.70% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $3,000,000: 0.50% $3,000,000+: 0.40%
$250/hour for Employer-Sponsored ERISA Plan Consulting
Account minimum: $250,000 Fee-only: Hourly rate $250; Flat fees $750 to $10,000; Plan asset percentage up to 1.00%
Main office location
GSR Capital Management, Inc.
760 Cypress Avenue, Suite 302
Redding CA 96001, United States
Number of offices
1
Most active in
GSR Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
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