GT Investment Management, LLC logo

GT Investment Management, LLC

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Client assets under management

$5,500,000

Clients

35

100% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

9

Very Low

Average account size

$157,143

About

GT Investment Management provides investment management and financial planning primarily to individual clients, with a stated concentration on high‑net‑worth households; as of December 31, 2025 the firm reported managing approximately $5.5 million for about 35 clients. Services include discretionary and non‑discretionary portfolio management, flat‑fee or hourly financial planning and consulting, and access to alternative investments and equity options strategies used primarily for hedging or income generation.

The firm’s advisers employ a mix of fundamental, technical, charting and cyclical analysis to build tailored portfolios, which may be implemented via advisor-managed accounts, model allocations, or third‑party money managers selected through due diligence. Portfolio work includes periodic rebalancing, use of investment policy statements where appropriate, and custody arrangements that primarily use Charles Schwab while also leveraging Altruist and select channel partnerships for specialty account structures.

Distinctive operational features include ownership by Growthink, Inc. and an disclosed affiliation with an in‑house broker‑dealer, which the brochure notes can create referral and product‑sale conflicts of interest that are disclosed to clients. The firm’s small client base and modest AUM for a multi‑advisor team, its use of niche custodial channels, and a disclosed past regulatory agreement involving firm management are additional characteristics that set it apart from many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Tax-loss harvesting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning flat fees generally range from $2,500 to $12,000 per year, negotiable

Percentage

$0 - $999,999: 1.5% $1,000,000 - $2,999,999: 1.25% $3,000,000+: 1%

Commissions

Through affiliated broker-dealer GT Securities Inc., compensation is received for sale of securities and investment products

Project-based

Hourly financial planning and consulting fees between $250 and $500 per hour

Other

Minimum fee: No minimum annual fee Fee-only: Financial planning fees generally range from $2,500 to $12,000 per year, negotiable; hourly rates between $250 and $500 per hour

Main office location

GT Investment Management, LLC

12130 Millennium Drive, Suite 300

Los Angeles CA 90094, United States

Number of offices

1

Most active in

Arizona · California · Delaware · Florida · Idaho · Michigan · Nevada · New York · North Carolina · North Dakota · Ohio · Oregon · South Dakota · Tennessee · Texas · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

James T

Series 63, Series 65

Los Angeles, CA

GT Investment Management, LLC

James Turo is the managing member of GT Investment Management, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and concurrently serves as managing director of GT Securities, Inc., a registered broker-dealer, and CEO of Growthink, Inc., a strategic business planning advisory firm. He is also a growth advisor with Guiding Metrics, a business analytics provider. GT Investment Management primarily serves individual clients, focusing on high-net-worth individuals. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and certain non-investment services such as tax preparation and small-business planning, using tailored investment strategies that incorporate fundamental, technical, and cyclical analysis.

Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar

Geoffrey S

Series 66

Los Angeles, CA

GT Investment Management, LLC

Geoffrey Sokol is a financial advisor at GT Investment Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked at GT Securities, Inc., Ameriprise Financial Services, and Grow Think Investment Management. Outside of his advisory work, he coaches martial arts to children in Hawthorne and serves as a member of the Hawthorne Civil Service Commission. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals, offering tailored portfolio management and financial planning services that incorporate a variety of investment strategies and asset types.

Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar

Mayuko H

Series 63, Series 65

Middle Village, NY

GT Investment Management, LLC

Mayuko Hamazaki is a financial advisor at GT Investment Management, LLC, holding Series 63 and Series 65 licenses with six years of industry experience. She has previously worked at SMBC Nikko Securities America, Inc. and Sumitomo Mitsui Banking Corporation. Outside of her advisory role, Hamazaki serves as a board director for the nonprofit organization Hands for Prosperity. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals. The firm offers tailored portfolio management and consulting services, utilizing a range of investment strategies and instruments to align with client objectives and risk tolerance.

Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar

Cole K

Series 65

Los Angeles, CA

GT Investment Management, LLC

Cole Kahrilas is a financial advisor with GT Investment Management, LLC in Los Angeles, CA. He holds a Series 65 designation and has experience working with the Kahrilas Group since 2019, following a prior role at Eisner Law. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and non-investment services such as tax preparation and small-business planning, employing a tailored approach to client objectives and risk tolerance.

Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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