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| Graham Bordelon Golson & Gilbert Inc
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|---|---|
| CRD # | 104612 |
| SEC # | 801-25887 |
| CIK # | |
| AUM | 420.8 M (2026-03-09) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 318-322-7157 |
| Address | 2401 Tower Drive Monroe, LA 71201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 71.6 |
| (b) Individuals (high net worth individuals) | 114 | 344.3 |
| (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 | 3 | 1.3 |
| (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 | 3 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 349 | 420.8 |
| By Discretionary | ||
| Discretionary | 349 | 420.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 349 | 420.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 420.8 | |
| Total | 349 | 420.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Graham Bordelon Golson & Gilbert Inc
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|
LA | 420.8 M |
|
Entrust Investment Management LLC
✚
|
LA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Congress Park Capital LLC
✚
|
NY | 422.3 M |
|
Adirondack Capital Advisors LLC
✚
|
NY | 422.3 M |
|
Investment Planning Advisors
✚
|
GA | 421.7 M |
|
Primetrust Advisors LLC
✚
|
SC | 421.6 M |
|
Giverny Capital Advisors LLC
✚
|
NJ | 420.9 M |
|
Rubicon Advisors GP
✚
|
CA | 420.7 M |
|
Acima Private Wealth LLC
✚
|
VA | 420.4 M |
|
Genesee Capital Advisors LLC
✚
|
NY | 420.3 M |
|
Exeter Financial LLC
✚
|
AZ | 420.2 M |
|
Point Bridge Capital LLC
✚
|
TX | 419.7 M |