Gyroscope Capital Management Group LLC is a large advisory firm based in Naples. It manages $259.98 million of regulatory assets for 446 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 23 other states.
Gyroscope Capital Management Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gyroscope Capital Management Group LLC is $259.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 133% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gyroscope Capital Management Group LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Gyroscope Capital Management Group is high net worth individuals with 382 clients and $240.95 million of assets under management. Among the 9 most similar advisory firms, Gyroscope Capital Management Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $259.98 million for 446 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Gyroscope Capital Management Group doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Gyroscope Capital Management Group LLC performs its advisory services is located at 999 Vanderbilt Beach Road, Suite 102, Naples, FL 34108, which is also the mailing address of the firm. An additional office of the firm is in Edgewater, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 239-449-7999 or by fax 239-790-0928. The normal business hours are 8am-4pm on Monday - Friday. You can find more information about the New York firm at gyroscopecapitalmanagement.com/.