Gaia Capital Management, Inc.

Gaia Capital Management, Inc. (CRD# 134697) is a financial advisory firm headquartered in Forest Grove, OR. They manage $20,219,083 in 240 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $84,246
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Gaia Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Vivian J. Lopez
CRD#: 2535336
Po Box 823, Forest Grove, OR 97116
93
Wealthminder
score

Vivian Lopez (CRD# 2535336) is an Investment Advisor Representative working at Gaia Capital Management, Inc. in Forest Grove, OR and has over 22 years of experience in the finance industry.

2
James C. Pursley
CRD#: 1383787
Po Box 823, Forest Grove, OR 97116
73
Wealthminder
score

James Pursley (CRD# 1383787) is an Investment Advisor Representative working at Gaia Capital Management, Inc. in Forest Grove, OR and has over 26 years of experience in the finance industry.

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