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Fidelon

Gentrust is a investment adviser based in Miami, FL, that holds a 80.0/100 Fidelon TransparencyScore (th percentile), with 23 registered advisors. Score based on public SEC and FINRA filings.

80.0Transparency Score
Bottom48%

Gentrust

A fee-only investment adviser with a clean regulatory record and fiduciary commitment.

1450 Brickell Avenue, Suite 3050, Miami, FL, 33131
305-677-6688Website
Investment AdviserFiduciary
Prep Kit

Fidelon Fact Sheet

Gentrust is an investment adviser that reports a clean regulatory record with zero disclosures, complaints, or fines. The firm is based in Miami, Florida, and serves a primarily retail client base. It manages investment portfolios, helps with financial planning, and provides model portfolios. The firm reports custody of client assets, which means it or a related party can hold or access client funds. It charges asset-based fees and fixed fees, with no commission income reported.

80.0StrongBottom 48% of scored firms
How they're paidPaid more when your account grows — a conflict to weigh.
Performance-based fees
Duty to youLegally required to put your interests first.
Registered adviser · fiduciary
Assets under managementAcross 1,527 client accounts.
$5.2B
Firm size
23 advisors
Who holds your moneyThe firm or a related party can hold or access client funds.
Custody disclosed
Regulatory recordNo customer complaints, regulatory actions, or fines on file.
Clean — 0 disclosures
Based on live filings from SEC Form ADV and FINRA BrokerCheck. Scored using Fidelon's published methodology. Data as of Mar 2026

Peer Context

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Key Findings

Strengths

  • Fee-only compensation — no commission income reported
  • Registered as investment adviser with fiduciary obligation
  • No broker-dealer registration — advisory services only
  • Clean regulatory record — no disclosures, arbitrations, or fines
  • Transparent fee structure — charges advisory fees, no commissions

Things You Should Know

  • Conflict disclosure in the client summary — filings provide less detail than higher-scoring peers in this area
  • Fee disclosure could be more detailed — while this firm charges fee-only (no commissions), its regulatory filings describe fee schedules and service terms less clearly than top-scoring peers

Conflict Audit

Conflict AuditCaution

Our analysis identified 1 potential conflict of interest in regulatory filings.

✓
Not registered as broker-dealer
✓
No commission-based compensation
✓
No outside compensation sources
✓
No related-party custodian
⚠
Charges performance-based fees — may incentivize riskier strategies
✓
No other business lines disclosed

Source: Form ADV Part 1, Items 6-8; Part 2A, Items 10-14

What this firm says about how it gets paid

“GenTrust is affiliated with Catenary Alternative Asset Management, LLC (“CAAM”), a registered investment adviser. Certain owners of GenTrust also have ownership interests in CAAM and may benefit from fees charged by CAAM to investors, which creates a conflict of interest.”

Source: the firm’s own Form CRS, filed 2026-03-26 — quoted directly

Regulatory Events

Next Steps

This firm's score reflects some areas where disclosure could improve. Here's what that means for you.
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Advisor Roster

23 advisors

AdvisorScoreGrade
Krysta Dos Santos——
Hugh Patrick Nickola Jr——
Elena Yolanda Hernandez-Rosenblum——
George Luis Perez——
Guillermo Jorge Socarras——
Eduardo Juan Borberg——
Brian David Goldman——
Javier Armando Sanchez——
Mimi Dionne Duff——
Eli Augustus Cohen——

Marketing Brands1 brand

Names advisors at this firm use when marketing to clients

C. A. G. Capital Management

Meeting Prep Kit for Gentrust

Walk into your next meeting fully prepared. We'll generate a meeting prep kit based on Gentrust's actual regulatory filings — not generic advice.

✓Fee structure breakdown
✓Conflict of interest analysis
✓Regulatory track record
✓Fiduciary status check
✓Personalized questions to ask
✓How they compare locally

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Frequently Asked Questions

What does the TransparencyScore measure?

The TransparencyScore measures how clearly and completely an advisor or firm discloses important information in their regulatory filings — things like fees, conflicts of interest, disciplinary history, and business practices. A higher score means better disclosure quality, not better investment performance.

Where does this data come from?

All data comes from public regulatory filings: SEC Form ADV (Parts 1, 2, and 3), FINRA BrokerCheck, and the SEC's Investment Adviser Public Disclosure (IAPD) database. These are official filings that firms and advisors are legally required to submit.

Does a low score mean they're a bad advisor?

Not necessarily. A low score means the firm's public filings are less transparent — they may use vague language about fees, skip details about conflicts, or have a more complex regulatory history. Some excellent advisors work at firms with poor disclosure practices. The score measures the filing, not the person.

How often is this data updated?

Fidelon refreshes data from SEC and FINRA sources on a regular schedule. Form ADV filings are updated annually by firms (with amendments throughout the year), and BrokerCheck data is updated as events are reported. Scores are recalculated after each data refresh.

Can an advisor or firm improve their score?

Yes. Scores are based on what's in public filings. A firm that rewrites its ADV brochure in clearer language, discloses conflicts more specifically, or resolves outstanding regulatory issues will see its score improve at the next refresh. The incentive structure is intentional.

Data Sources

SEC Form ADV Part 1 — Filed Mar 2026SEC Form ADV Part 2ASEC IAPDFINRA BrokerCheck

Scores are generated using Fidelon's published scoring methodology and reflect the quality of public disclosures, not the quality of investment advice. A firm that improves its disclosures will see its score improve. Fidelon does not provide investment advice.

Verify on SEC IAPD

Last scored: · Score version: 3.8 · CRD #158369