Data / Investment advisers / Texas / GFN Capital Management
GFN Capital Management, Richardson, TX: $120 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
GFN Capital Management is an SEC registered investment adviser with its main office in Richardson, Texas and reports $120 million in regulatory assets under management in its Form ADV filed July 7, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, subscription fees and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 139403
- SEC file number
- 801-136197
- SEC status
- Approved, effective July 8, 2026
- Legal name
- Glazer Capital Management, LLC
- Main office
- 300 N. Coit Road, Suite 1300, Richardson, TX 75080
- Phone
- (972) 385-0007
- Website
- glazerfinancial.com
- Regulatory AUM
- $120,053,264 in the Form ADV filed July 7, 2026
- Discretionary AUM
- $110,344,554
- Non discretionary AUM
- $9,708,710
- Accounts
- 384
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, subscription fees, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 121 | $57.8 million |
| Pension and profit sharing plans | 54 | $31.2 million |
| Individuals (other than high net worth individuals) | 190 | $21.8 million |
| Corporations or other businesses | 6 | $8 million |
| Charitable organizations | 6 | $1.3 million |
Other advisers in Richardson
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bowie Capital Management, LLC | Richardson | $2.81 billion | 2 | adviserinfo.sec.gov |
| Generational Wealth Advisors | Richardson | $568.8 million | Not listed | adviserinfo.sec.gov |
| Northill Aims, LLC | Richardson | $249.5 million | Not listed | adviserinfo.sec.gov |
| Bland Garvey Wealth Advisors, LLC | Richardson | $241.2 million | Not listed | adviserinfo.sec.gov |
| Strategic Wealth Planning | Richardson | $208.6 million | Not listed | adviserinfo.sec.gov |
| LD Lowe Wealth Advisory | Richardson | $118.8 million | Not listed | adviserinfo.sec.gov |
| Lemnis Capital | Richardson | $97.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Richardson, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- GFN Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.