Sarah Ellis
GKV Capital · Walnut Creek, California
Sarah Ellis is a fee-only financial advisor at GKV Capital in Walnut Creek, California, who holds the CFP credential. GKV Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | GKV Capital |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $357.2M across 425 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7081756 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gkvcapital.com |
| Profile |
How Sarah's firm compares
- GKV Capital's average account is about $840,000, from its Form ADV (assets managed divided by 425 accounts).
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Questions about Sarah
Is Sarah Ellis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah 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 Sarah charge for financial advice?
Sarah's firm, GKV Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sarah Ellis based?
Sarah Ellis is based in Walnut Creek, California.
What credentials does Sarah Ellis hold?
Sarah Ellis holds the CFP credential.
Is Sarah Ellis registered with the SEC?
Yes. Sarah Ellis is registered as an investment adviser representative in CA (CRD 7081756), 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 Sarah Ellis?
Through Sarah's website, www.gkvcapital.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
- GKV Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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