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GIEN CAPITAL MANAGEMENT LLC

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$474K

across 27 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$13M

Discretionary %

100%

Clients

13

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

AVERE WEALTH MANAGEMENT, LLC

ATLANTA, GA

$13M

PR SQUARED WEALTH MANAGEMENT LLC

ATLANTA, GA

$13M

COMPASS ADVISORS LLC

$13M

+1.4% 1Y

NEURAVEST RESEARCH INC

ATLANTA, GA

$13M

RANDALL PAUL MARTIN

$13M

+2.9% 1Y

CMA FINANCIAL SERVICES, LLC

$13M

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