AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GT

Gavin C. Trebilcock

GRAIL CAPITAL
CANFIELD, OH 44406
CRD#: 6519936
Some features on this profile are disabled
GT
Gavin Connor TrebilcockGRAIL CAPITAL

Professional summary


Gavin Connor Trebilcock, who also goes by Gavin Connor Trebilcock, is a registered financial advisor currently at GRAIL CAPITAL LLC located in Canfield, Ohio.

Gavin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Gavin has worked at 2 firms and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Gavin Connor Trebilcock

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gavin Connor Trebilcock's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 17, 2020 - Present

GRAIL CAPITAL LLC

Office #1: 8068 Maplevale Drive, Canfield, OH 44406
RIA
CRD#: 311504
CANFIELD, OH
Past

July 21, 2016 - February 13, 2018

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(1/5/2026)
IAR
Ohio
(12/17/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 7/10/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GC
GRAIL CAPITAL LLC
APEIRON CAPITAL LLC | GRAIL CAPITAL LLC

CRD#: 311504 / SEC#:

Massachusetts
Registered Investment Advisory firm - (1/5/2026 Approved)
Ohio
Registered Investment Advisory firm - (12/17/2020 Approved)
Loading...

Contact information


Main Address
Boston, MA
Mailing Address
Phone number
(617) 594-2178
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts5
AUM (Assets Under Management)$ 4,325,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GRAIL CAPITAL LLC

CRD#: 311504Canfield, OH 44406

TRUST BUT VERIFY

Monitor Gavin Trebilcock

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Charles Andrew Fischer
Charles FischerAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
PR
ST. PETERSBURG, FL
Mark A Geraci JR
Mark GeraciAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Crystal Lake, IL
Isaiah Simeon-james Symeonides
Isaiah SymeonidesAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
Richmond, VA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.