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Gea Sphere, LLC (Cranston)


Gea Sphere, LLC is a mid-sized advisory firm based in Cranston. It manages $36.4 million of regulatory assets for 601 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Rhode Island.




Gea Sphere provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and investment consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as business advisor/fee only.

Gea Sphere: assets under management

The assets under management (AUM) of Gea Sphere, LLC is $36.4 million. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.4 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $300 thousand.
Gea Sphere has custody of $1.9 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gea Sphere, LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cranston

The principal office where Gea Sphere, LLC performs its advisory services is located at 55 Mystery Farm Drive, Cranston, RI 02921 The mailing address of the firm is P.O.Box 20376, Cranston, RI 02920. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 401-351-4900 or by fax 401-615-8610. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday.


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