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GFN CAPITAL MANAGEMENT

RICHARDSON, TX · CRD 139403 · IAPD ↗ · glazerfinancial.com · 972-385-0007

$120.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — GFN CAPITAL MANAGEMENT (RICHARDSON, TX) is newly SEC-registered with $120.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.