GKV Capital Management Co. Inc.
GKV Capital Management Co., Inc. is a boutique investment advisory firm headquartered in Walnut Creek, California. Founded in 1975, the firm specializes in personalized, discretionary investment management for high net worth individuals, helping clients grow and protect their assets for retirement, home purchases, and education. With approximately 5 employees, GKV combines deep market expertise with client-focused service and serves primarily retail investors. The firm is registered with the SEC and is built on a family legacy of investment stewardship.
Investment Strategy
GKV Capital offers custom-tailored, discretionary investment advisory services to high net worth individuals. They do not use model portfolios, but instead manage each account based on a client’s specific financial objectives through a comprehensive review of the client's situation. Investments are primarily in individual stocks, with occasional use of ETFs, mutual funds, and bonds. The firm emphasizes modern portfolio analysis and transparency, focusing on long-term growth and disciplined management. GKV typically requires a minimum account size of $500,000 and strives to guide clients through both market growth and periods of volatility.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 13.59% | $30.7M | 194,467 | $134.29 | $157.99 | +$9.3M |
M MSFT | MICROSOFT CORP | 7.07% | $16.0M | 32,136 | $421.50 | $497.41 | +$3.9M |
A AVGO | BROADCOM INC | 6.73% | $15.2M | 55,170 | $231.84 | $275.65 | +$5.6M |
L LLY | ELI LILLY & CO | 5.15% | $11.6M | 14,929 | $772.00 | $779.53 | -$713.1K |
C COST | COSTCO WHSL CORP NEW | 3.86% | $8.7M | 8,825 | $916.31 | $989.94 | +$394.4K |