Sanchez Gaunt Capital Management, LLC logo

Sanchez Gaunt Capital Management, LLC

Updated today

Client assets under management

$285,849,290

Clients

830

14% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

277

Very High

Average account size

$344,397

About

Sanchez Gaunt Capital Management LLC is an SEC‑registered investment adviser managing about $285.8 million on behalf of roughly 830 clients served by three advisors. The firm provides discretionary portfolio management, recommends and monitors third‑party money managers (including access to the AssetMark platform), and offers investment solutions for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities.

SGCM’s client work begins with detailed financial assessments and the development of customized investment policy statements, followed by ongoing discretionary oversight that includes rebalancing and tax‑aware adjustments. Its investment process combines fundamental, technical (charting and cyclical) analysis and a range of strategies — from long‑ and short‑term positions and option writing to alternative investments and private real‑estate placements — and it conducts due diligence on outside managers it recommends.

The firm publishes subscription newsletters and periodicals and routinely offers educational seminars and workshops, services it currently provides at no additional charge — offerings that are uncommon among peers. The brochure also discloses that firm principals are licensed to sell commission‑based insurance products and that the firm has an affiliated estate‑planning entity (Specialized Trusts & Estate Plans, LLC) that charges separate fees, and SGCM’s roughly 275+ clients per advisor is a notably high client‑to‑advisor ratio compared with similar supported firms.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Private / alternative investments ESG / Sustainable investing Active portfolio management Tax-loss harvesting

Fee options

Fixed

Flat fees may be charged at firm's discretion in certain cases; negotiable

Percentage

Up to 2.00% annually, billed quarterly in advance

Commissions

Commission-based compensation is earned by principals acting as insurance agents for fixed and variable life insurance products; separate from advisory fees

Other

Fee-only: Advisory fees based solely on percentage of assets under management; no commissions charged by the firm

Main office location

Sanchez Gaunt Capital Management, LLC

9160 Double Diamond Parkway, Suite 100

Reno NV 89521, United States

Number of offices

3

Most active in

Arizona · California · Colorado · Florida · Idaho · Louisiana · Montana · Nevada · North Carolina · Oregon · Tennessee · Texas · Washington

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

Eduardo F

Series 65, Series 66

Reno, NV

Sanchez Gaunt Capital Management, LLC

Eduardo Fletes is a financial advisor at Sanchez Gaunt Capital Management, LLC with Series 65 and Series 66 licenses. He has worked in the financial services industry since 2022 and has prior experience in education and the entertainment sector. Outside of advisory work, he is a licensed insurance agent offering various insurance products and provides estate planning services through a related entity. Sanchez Gaunt Capital Management advises individual and high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and access to third-party money managers. The firm employs a diversified investment approach combining fundamental, technical, and cyclical analysis, and offers educational resources and seminars to clients.

Private / alternative investments ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Jason G

CFP®, Series 63, Series 65

Reno, NV

Sanchez Gaunt Capital Management, LLC

Jason Gaunt is a CFP® professional with 13 years of industry experience, currently serving as Chief Operating Officer and financial advisor at Sanchez Gaunt Capital Management, LLC. His prior roles include positions at Independent Financial Group and Panagora Asset Management. Gaunt is also involved as an officer and frequent host on The Jon Sanchez Show, a financial news radio program and podcast used for client education and marketing. Sanchez Gaunt Capital Management, LLC advises individual and high-net-worth clients, trusts, estates, and business entities, providing discretionary portfolio management and referrals to estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop diversified portfolios and offers educational seminars and newsletters to clients.

Private / alternative investments ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Jon S

Series 63, Series 65

Reno, NV

Sanchez Gaunt Capital Management, LLC

Jon Sanchez is the CEO of Sanchez Gaunt Capital Management, LLC and holds Series 63 and Series 65 licenses with 32 years of industry experience. Prior to founding his current firm in 2025, he spent 12 years at Independent Financial Group LLC. He is also the host of The Jon Sanchez Show, a radio program he has produced since 2000. Outside of financial advising, Sanchez is involved in several business ventures including ownership of ranching operations and yacht management, and he holds a USCG captain’s license for fishing charters. Sanchez Gaunt Capital Management advises individuals, high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and access to third-party money managers and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and offers educational seminars and firm-published newsletters to clients.

Private / alternative investments ESG / Sustainable investing Active portfolio management Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")