Gerber, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 120039
- Registered since
- January 25, 2008
- Website
- gerberclarity.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.12%
- Individuals2.52%
- Corporations / Businesses1.35%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Gerber, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm is SEC-registered (registration year 2008) and serves primarily individual and family clients. Core services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Gerber charges a mix of AUM-based fees and fixed fees. The firm does not flag itself as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities35%
- US Government Bonds4%
- Private Funds4%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$169M in ETFs
39%
$66M
60%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS DEFINED RISK ETF (DRSK) | Aptus Capital Advisors | Active | Intermediate Core Plus Bond | $37.7M | 1,386,560 | 22.31% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 580 N 4th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Keidan Financial Consultants LLC
RIAColumbus, OH
Peak Retirement Planning, Inc.
RIAColumbus, OH
Trinity Financial Advisors LLC
RIAColumbus, OH
GGM Financial LLC
RIAColumbus, OH
Signature Equity Partners, LLC
RIAColumbus, OH
John E. Sestina and Company
RIAColumbus, OH