GEBHARDT GROUP, INC

RIASEC RegisteredEst. 2014

Total AUM

$346M

Discretionary

$345M

100% of AUM

Avg account

$429K

Accounts

807

Employees

Advisory reps

Firm details

Headquarters: LAFAYETTE, California
CRD number: 142903
Registered since: October 28, 2014
Website: www.gebhardtgroupinc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI80.14%
Individuals12.77%
Pension & Profit Sharing Plans7.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gebhardt Group, Inc. is an independent registered investment adviser that has been SEC-registered since 2014 and operates as a capital allocator to both individual & family clients and institutional accounts. The firm emphasizes equity exposure—exchange-traded equities are its primary vehicle—but provides a breadth of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Its fee model is flexible and hybrid: percentage of AUM, hourly and fixed fees, and commission arrangements are all used depending on client needs. The adviser reports a non-ESG investment stance and is not designated as a multistate adviser on its filing. As an owner-type classified as Individual and an independent RIA, Gebhardt Group, Inc. positions itself to tailor solutions across account structures while retaining discretion over most client assets.