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Thomas Ray Mckelvey

GAUGE CAPITAL LLC·SOUTHLAKE, Texas
Clean recordGAUGE CAPITAL LLC
1256 MAIN STREET, SOUTHLAKE, TX 76092CRD# 6283183Firm CRD# 169890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Ray Mckelvey · SOUTHLAKE, TX
Registration
CRD #6283183 · GAUGE CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Ray Mckelvey is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with GAUGE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GAUGE CAPITAL LLC
GAUGE CAPITAL
AUM
$3.3B
Regulatory assets under management
Employees
67
Total firm employees
View all advisors at GAUGE CAPITAL LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING, TRANSACTION AND OTHER COMPENSATION FROM PORTFOLIO CO
Regulatory
SEC/IARD CRD# 6283183
Firm CRD# 169890
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Ray Mckelvey offer?
Thomas Ray Mckelvey specializes in Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Thomas Ray Mckelvey's credentials?
Thomas Ray Mckelvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Ray Mckelvey located?
Thomas Ray Mckelvey is based in SOUTHLAKE, Texas, working with GAUGE CAPITAL LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Thomas Ray Mckelvey charge for services?
Thomas Ray Mckelvey's firm is compensated through percentage of aum, performance-based fees, other: monitoring, transaction and other compensation from portfolio co. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GAUGE CAPITAL LLC?
GAUGE CAPITAL LLC has approximately 67 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GAUGE CAPITAL LLC

Courtney Sartor Gesualdi
SOUTHLAKE, TX
David Aaron Friedman
SOUTHLAKE, TX
Drew Williams Johnson
SOUTHLAKE, TX
Jason Glenn Snider
SOUTHLAKE, TX
James Roger Jackson
SOUTHLAKE, TX
Whitney Richard Bowman
SOUTHLAKE, TX

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Research
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