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| Happy Holidays!! thanks for using AUM13F!! |
| Gebhardt Group Inc
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| CRD # | 142903 |
| SEC # | 801-80379 |
| CIK # | |
| AUM | $295.2 M (2025-04-11) |
| Employees | 7 (43% Investors, 29% Brokers) |
| Phone | 925-283-9150 |
| Address | 3390 Mt Diablo Boulevard Lafayette, CA 94549 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 43.9 |
| (b) Individuals (high net worth individuals) | 83 | 222.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 28.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 762 | 295.2 |
| By Discretionary | ||
| Discretionary | 635 | 266.2 |
| Non-Discretionary | 127 | 29.0 |
| Total | 762 | 295.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 295.0 | |
| Total | 762 | 295.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paradigm Strategies in Wealth Management LLC
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|
MN | 0.3 |
|
BWM Planning LLC
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|
TX | 0.3 |
|
Kilner Capital Advisors LLC
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|
MD | 0.3 |
|
The Palmer Knight Company
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FL | 0.3 |
|
Retirement Capital Strategies Inc
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|
CA | 0.3 |
|
Odyssey Personal Financial Advisors LLC
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|
GA | 0.3 |
|
BCI Securities Inc
✚
|
FL | 0.3 |
|
Quantum Portfolio Management LLC
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|
NY | 0.3 |
|
VCI Wealth Management LLC
✚
|
MO | 0.3 |
|
Molly B Investment Group LLC
✚
|
GA | 0.3 |