{"url":"https://nivawealth.com/firms/galvin-gaustad-and-stein-153410","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/153410","regulatoryAum":1354519461,"crd":"153410","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7239003","suffix":null,"lastName":"Davis","firstName":"Hunter","middleName":"James"},{"crd":"5790360","suffix":null,"lastName":"GALVIN","firstName":"JORDAN","middleName":"M"},{"crd":"1346615","suffix":null,"lastName":"GALVIN","firstName":"STEPHEN","middleName":"RICHARD"},{"crd":"1150891","suffix":null,"lastName":"GAUSTAD","firstName":"STEPHEN","middleName":"LEE"},{"crd":"3106714","suffix":null,"lastName":"MILLET","firstName":"DAVID","middleName":"GENE"},{"crd":"6518954","suffix":null,"lastName":"PARISER","firstName":"JESSICA","middleName":"GALVIN"},{"crd":"6442191","suffix":null,"lastName":"STEIN","firstName":"ERIC","middleName":"BRADLEY"},{"crd":"1153586","suffix":null,"lastName":"STEIN","firstName":"MARK","middleName":"PAUL"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-09","regulatoryAum":1129326421,"clients":2009,"employees":13,"offices":6},{"filedOn":"2022-03-29","regulatoryAum":1297640683,"clients":882,"employees":13,"offices":7},{"filedOn":"2023-03-29","regulatoryAum":1105393663,"clients":914,"employees":13,"offices":9},{"filedOn":"2024-03-26","regulatoryAum":1191853438,"clients":902,"employees":14,"offices":9},{"filedOn":"2025-04-08","regulatoryAum":1224628967,"clients":881,"employees":16,"offices":9},{"filedOn":"2026-09-03","regulatoryAum":1354519461,"clients":856,"employees":17,"offices":11}],"secFileNumber":"801-71464","legalName":"Galvin, Gaustad & Stein, LLC","displayName":"Galvin, Gaustad & Stein","slug":"galvin-gaustad-and-stein-153410","website":"https://ggsadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/153410/26a501410bdce600-r1.webp","tone":"light","width":1348,"height":200,"sourceUrl":"https://ggsadvisors.com/","sourceLabel":"Galvin, Gaustad & Stein, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2010","organization":"Arizona limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7377 E. 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They include 440 high-net-worth individuals, 391 individual clients, and 16 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Galvin, Gaustad & Stein offer?","answer":"Galvin, Gaustad & Stein provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Galvin, Gaustad & Stein use?","answer":"Galvin, Gaustad & Stein’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.35B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Galvin, Gaustad & Stein have?","answer":"Galvin, Gaustad & Stein has 7 investment adviser representatives registered with state securities authorities, out of 17 employees, and 17 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Galvin, Gaustad & Stein invest in?","answer":"At the end of its last fiscal year, Galvin, Gaustad & Stein’s separately managed accounts held 94% exchange-traded equities, 5% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Galvin, Gaustad & Stein?","answer":"Galvin, Gaustad & Stein is owned through holding companies by Mark Stein, Stephen Gaustad and Stephen Galvin. Its direct owners are MP Stein, LLC, Stephen R Galvin Asset Management, LLC and SLG82, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Galvin, Gaustad & Stein get paid?","answer":"Galvin, Gaustad & Stein is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Galvin, Gaustad & Stein registered with the SEC?","answer":"Yes, Galvin, Gaustad & Stein has been registered with the SEC as an investment adviser since 7 June 2010. 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