|
⚲
|
| Keyboard |
| Gilbert Greg RIA LLC
✚
|
|
|---|---|
| CRD # | 304981 |
| SEC # | 801-117719 |
| CIK # | |
| AUM | 174.0 M (2026-05-26) |
| Employees | 35 (100% Investors, 89% Brokers) |
| Fees | |
| Minimum | |
| Phone | 510-588-8000 |
| Address | 212 9th Street Oakland, CA 94607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 5: Fees and Compensation A. Fee Schedule Portfolio Management Fees $10,000 - $99,999 $100,000 - $249,999 $250, 000 - $499,999 $500,000 - $749,999 $750,000 - $1,249,999 $1,250,000 - $4,999,999 $5,000,000 - $24,999,999 Brokerage ticket charges and trading expenses Financial Planning Fees Selection of Other Advisers Fees Pension Consulting Services Fees Complex Product Fees D. Outside Compensation for the Sale of Securities to Clients |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 612 | 115.1 |
| (b) Individuals (high net worth individuals) | 30 | 52.5 |
| (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 | 0 | 0.0 |
| (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 | 15 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 839 | 174.0 |
| By Discretionary | ||
| Discretionary | 839 | 174.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 839 | 174.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.0 | |
| Total | 839 | 174.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 19 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Intentional LLC
✚
|
SC | 175.8 M |
|
Downing Street Wealth Management LLC
✚
|
CO | 175.6 M |
|
Light Financial Services Inc
✚
|
ND | 175.5 M |
|
Meliora Capital LLC
✚
|
OK | 174.8 M |
|
Sageoak Financial LLC
✚
|
OK | 174.8 M |
|
Corrales & Company LLC
✚
|
FL | 174.2 M |
|
JMS Capital Group Wealth Services LLC
✚
|
PA | 174.0 M |
|
IFC and Insurance Marketing Inc
✚
|
CA | 173.5 M |
|
Gasaway Investment Advisors Inc
✚
|
MI | 173.1 M |
|
Midwestern Financial LLC
✚
|
IA | 172.8 M |