Gregory Ryan Schick
Financial advisor at Aspiriant, LLC · San Francisco, CA
Last updated 2026-10-10
Claim your profileGregory Ryan Schick is a financial advisor at Aspiriant, LLC in San Francisco, CA, CRD 2796483. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2005-07-13.
Registration
- CRD number
- 2796483
- Registration status
- Active
- IAPD registration
- 2005-07-13
- Industry Experience
- 21 years
- Work Experience
- 18 years
- States registered
- CA, TX
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2008-01 to Present · Aspiriant, LLC · San Francisco, CA
Current employment
- Aspiriant, LLC · Los Angeles, CA
Aspiriant, LLC
- Regulatory AUM
- $18,049,297,000
- Registered advisors
- 73
- Offices
- 20
- Clients per advisor
- 32.3 (Low)
- Average AUM per client
- $7.7M (Moderate)
- High-net-worth client ratio
- 71.4% (High)
Aspiriant, LLC: advisors, services and reported ETF investments
About
Gregory Ryan Schick is a CFP® financial advisor at Aspiriant, LLC in San Francisco, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 21 years of industry experience and 18 years of reported work history.
Aspiriant, LLC's firm-level Form ADV reports 73 advisors across 20 offices; approximately 32.3 clients per advisor, average assets per client of $7,657,742, and regulatory AUM of $18B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $3.6B across 174 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Gregory Ryan Schick personally.
Reported ETF positions
Aspiriant reports 174 ETF positions worth $3.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $644.5M |
| VBR — Vanguard Morningstar Small-Cap Value ETF | $424.2M |
| IUSV — iShares Core S&P U.S. Value ETF | $406M |
| ACWV — iShares MSCI Global Min Vol Factor ETF | $292.5M |
| VIG — Vanguard Div Appreciation ETF | $226M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Aspiriant's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $644.5M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $644.5M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $255K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | BBH — VanEck Biotech ETF | $680.2K | Top 95.9% | Replicability (R²) 70.3% · Residual Sharpe 0.15 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Aspiriant, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Lawyer or Law Firm
Location
50 California Street, San Francisco, CA 94111
15 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 310-806-4000
- Website: aspiriant.com
- Youtube
Official record
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