Gira & Gira Investment Advisors provides financial planning and portfolio management for individuals and small businesses.
Gira & Gira Investment Advisors reports 185 clients. They include 144 individual clients, 40 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 83.9% ($102M across 368 accounts) are managed with discretion; $19.5M across 29 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 31% |
| High-net-worth individuals | 22% | 69% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 144 | $37.6M | 30.9% | $261K |
| High-net-worth individuals | 40 | $83.7M | 68.9% | $2.09M |
| Pension and profit-sharing plans | Fewer than 5 | $194K | 0.2% | $194K |
| Total | 185 | $121M | 100% | — |
- Clients
- 144
- Regulatory AUM
- $37.6M
- AUM share
- 30.9%
- Avg. per client
- $261K
- Clients
- 40
- Regulatory AUM
- $83.7M
- AUM share
- 68.9%
- Avg. per client
- $2.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $194K
- AUM share
- 0.2%
- Avg. per client
- $194K
Total
- Clients
- 185
- Regulatory AUM
- $121M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Gira & Gira Investment Advisors charges 0.50%–1.00% a year for its Investment management services. The fee is billed in advance, is negotiable and requires an account of at least $15,000.
Fee details and sources
John Gira owns 75% or more of Gira & Gira Investment Advisors. It has 2 employees.
Leadership
- John GiraManaging Member and CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Gira & Gira Investment Advisors LLC
John Gira
Control person · since May 2013
Besides its headquarters, Gira & Gira Investment Advisors has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 316 Neff Ave., HarrisonburgHQ
Contact and registration details
- Legal name
- Gira & Gira Investment Advisors LLC
- Headquarters
- 316 Neff Ave., Harrisonburg, VA 22801
- Website
- Not reported
- Phone
- 540-433-7600
- SEC file
- 801-135482
- Structure
- Virginia LLC
- Fiscal year end
- December
Gira & Gira Investment Advisors uses Charles Schwab ($121M) as custodian for its separately managed accounts. Gira & Gira Investment Advisors has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $121M100%
At year end, Gira & Gira Investment Advisors’ separately managed accounts were largely in cash (39%) and stocks (37%).
What the accounts hold
- Stocks37%
- Funds15%
- Bonds9%
- Cash39%
How many clients does Gira & Gira Investment Advisors have?
Gira & Gira Investment Advisors has 185 clients and manages $121 million for them, as of April 2026. They include 144 individual clients, 40 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 April 2026
What services does Gira & Gira Investment Advisors offer?
Gira & Gira Investment Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gira & Gira Investment Advisors charge?
Gira & Gira Investment Advisors charges 0.50%–1.00% a year for its Investment management services. The fee is billed in advance, is negotiable and requires an account of at least $15,000.
Source: ADV 2A, filed 16 April 2026
Which custodians does Gira & Gira Investment Advisors use?
Gira & Gira Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $121M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 April 2026
How many financial advisors does Gira & Gira Investment Advisors have?
Gira & Gira Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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
What does Gira & Gira Investment Advisors invest in?
At the end of its last fiscal year, Gira & Gira Investment Advisors’ separately managed accounts held 39% cash and equivalents, 37% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs) and 9% 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
Does Gira & Gira Investment Advisors have a minimum investment?
Yes, Gira & Gira Investment Advisors’ minimum account size for its Investment management services is $15K.
Source: ADV 2A, filed 16 April 2026
Who owns Gira & Gira Investment Advisors?
Gira & Gira Investment Advisors’ direct owner is John Gira (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 April 2026
How does Gira & Gira Investment Advisors get paid?
Gira & Gira Investment Advisors is paid through a percentage of assets under management. 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
Is Gira & Gira Investment Advisors registered with the SEC?
Yes, Gira & Gira Investment Advisors has been registered with the SEC as an investment adviser since 10 April 2026. Its CRD number is 167813 and its SEC file number is 801-135482.
Source: Form ADV Part 1A, Item 1, filed 16 April 2026; IAPD firm record
How do I contact Gira & Gira Investment Advisors?
Gira & Gira Investment Advisors’ main office is at 316 Neff Ave., Harrisonburg, VA 22801. Its phone number is 540-433-7600.