GRAHAM, BORDELON, GOLSON & GILBERT, INC.

Overview

Graham, Bordelon, Golson & Gilbert, Inc. is an independent, privately owned registered investment adviser formed in 1985 that serves individual, family and institutional clients. The firm operates as a discretionary portfolio manager and financial planner, offering portfolio management for individuals and small businesses along with selection of other advisers when clients require third‑party manager solutions. Fee arrangements are flexible and include percentage‑of‑AUM billing, hourly charges and fixed fees, indicating they work across both ongoing wealth management relationships and project‑based planning engagements. Investment activity centers on managed portfolios using public market vehicles and separately managed account (SMA) solutions. The firm is identified as a capital allocator — it constructs client portfolios directly and brings in external managers where beneficial. It is not flagged as an active ESG investor and is not registered as a multi‑state adviser, which points to a geographically concentrated client base and a traditional, markets‑oriented investment approach.

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Location & Offices