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| Happy Holidays!! thanks for using AUM13F!! |
| The Gleason Group Inc
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| CRD # | 175104 |
| SEC # | 801-96195 |
| CIK # | 0001822632 |
| AUM | $973.9 M (2025-03-12) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 502-882-7300 |
| Address | 9418 Norton Commons Boulevard Prospect, KY 40059 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 4.3 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Procter & Gamble Co | 2.8 | ||
| Cintas Corp | 2.2 | ||
| Williams Sonoma Inc | 2.1 | ||
| Exxon Mobil Corp | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 50.0 |
| (b) Individuals (high net worth individuals) | 119 | 889.7 |
| (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 | 21.5 |
| (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 | 5 | 12.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,023 | 973.9 |
| By Discretionary | ||
| Discretionary | 930 | 934.4 |
| Non-Discretionary | 93 | 39.5 |
| Total | 1,023 | 973.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 973.7 | |
| Total | 1,023 | 973.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001822632] |
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|---|---|---|
|
McGowan Group Asset Management Inc
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TX | 1.0 |
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Enclave Advisors LLC
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TX | 1.0 |
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GR Financial Group LLC
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AZ | 1.0 |
|
Schaefer Financial Management Inc
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CO | 1.0 |
|
Laurel Wealth Advisors LLC
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NC | 1.0 |
|
Geometric Wealth Advisors LLC
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1.0 | |
|
Stepp & Rothwell Inc
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|
KS | 1.0 |
|
Cheviot Value Management LLC
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|
CA | 1.0 |
|
Allegiant Wealth Advisors LLC
✚
|
OK | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |