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| Keyboard |
| The Gleason Group Inc
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|---|---|
| CRD # | 175104 |
| SEC # | 801-96195 |
| CIK # | 0001822632 |
| AUM | 1,609.0 M (2026-06-15) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 502-882-7300 |
| Address | 9418 Norton Commons Boulevard Prospect, KY 40059 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 3.5 | ||
| Cisco Systems Inc | 2.8 | ||
| Procter & Gamble Co | 2.6 | ||
| Bank of America Corp /DE/ | 2.5 | ||
| Caterpillar Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 46.7 |
| (b) Individuals (high net worth individuals) | 136 | 1,527.0 |
| (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 | 10 | 26.4 |
| (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 | 4 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,109 | 1,609.0 |
| By Discretionary | ||
| Discretionary | 1,000 | 1,570.4 |
| Non-Discretionary | 109 | 38.5 |
| Total | 1,109 | 1,609.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,609.0 | |
| Total | 1,109 | 1,609.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001822632] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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