Donald Gervais
Gervais Capital Management · Wilson, Wyoming
Donald Gervais is a fee-only financial advisor at Gervais Capital Management in Wilson, Wyoming, who holds the CFA credential. Gervais Capital Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Gervais Capital Management |
|---|---|
| Based in | Wilson, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $155.9M across 181 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, TX, WY · CRD 2870806 |
| Exams passed | Series 63 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | gervaiscapital.com |
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Questions about Donald
Is Donald Gervais a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Gervais Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Gervais Capital Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Donald Gervais based?
Donald Gervais is based in Wilson, Wyoming.
What credentials does Donald Gervais hold?
Donald Gervais holds the CFA credential.
Is Donald Gervais registered with the SEC?
Yes. Donald Gervais is registered as an investment adviser representative in FL, TX and WY (CRD 2870806), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gervais Capital Management manage?
Gervais Capital Management reports $155.9M across 181 accounts in assets under management.
How do I contact Donald Gervais?
Through Donald's website, gervaiscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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