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 an LLC and SEC-registered since 2008. The firm is owner-operated and focuses on serving individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, and pension-consulting services. Its fee model combines asset-based fees with fixed-fee engagements. Gerber does not identify as an active ESG investor and is not positioned as a capital allocator; it appears to rely on third-party managers and pooled vehicles for non-core exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1ERIK ROEMER
Chief Compliance OfficerCRD 2049954
Contacts
3 of 3AZEEM ABDUL HAQQ
Registered RepresentativeCRD 2587685
Kathryn Wilson
Registered RepresentativeCRD 6366406
RANDALL GERBER
Owner / ProprietorCRD 2124731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$134M in ETFs
35%
$47.2M
65%
$86.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS DEFINED RISK ETF (DRSK) | Aptus Capital Advisors | Active | Short Term Bond | $35.1M | 1,282,730 | 26.13% |
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
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