# Gregory Vogel

> Gregory Vogel is a fee-only financial advisor at GKV Capital in Walnut Creek, California. GKV Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-vogel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** GKV Capital
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $357.2M across 425 accounts
- **CRD:** 2369862 (https://adviserinfo.sec.gov/individual/summary/2369862)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1996), Series 65 (2024)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.gkvcapital.com

## Frequently asked questions

### Is Gregory Vogel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and GKV Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gregory charge for financial advice?

Gregory's firm, GKV Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Gregory Vogel based?

Gregory Vogel is based in Walnut Creek, California.

### Is Gregory Vogel registered with the SEC?

Yes. Gregory Vogel is registered as an investment adviser representative in CA (CRD 2369862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does GKV Capital manage?

GKV Capital reports $357.2M across 425 accounts in assets under management.

### How do I contact Gregory Vogel?

Through Gregory's website, www.gkvcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2369862): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.gkvcapital.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.