Large and Gilbert Wealth Advisory

RIASEC RegisteredEst. 2021
Total AUM
$247M
Discretionary
$247M
100% of AUM
Avg account
$393K
Accounts
630
Employees
7
Advisory reps
7

Firm details

Headquarters
Atlanta, Georgia
CRD number
129301
Registered since
June 4, 2021
Website
keystonefg.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.96%
  • Individuals16.77%
  • Pension & Profit Sharing Plans3.46%
  • Charitable Organizations0.99%
  • Corporations / Businesses0.49%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Large and Gilbert Wealth Advisory is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional accounts. Its service set combines traditional wealth management and financial planning with business-oriented offerings: portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting. The adviser also operates as an insurance broker and charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. The firm reports it is not positioning itself as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Public Funds/Mutual Funds 10%, State & Local Bonds 8%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds10%
  • State & Local Bonds8%
  • Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 4
  • Andrew Gilbert

    Andrew Gilbert

    Chief Investment OfficerCRD 5712292

  • Gary Fortier

    Gary Fortier

    Chief Compliance OfficerCRD 4719645

  • Rhonda Gilbert

    Rhonda Gilbert

    Chief Executive OfficerCRD 3139095

Unlock 1 more executives →

Contacts

3 of 3
  • Ryan Mccafferty

    Ryan Mccafferty

    Financial AdvisorCRD 6365889

  • Nancy Houska

    Nancy Houska

    Investment Advisor RepresentativeCRD 5536254

  • Jose Chavez Cuellar

    Investment Adviser RepresentativeCRD 8072918

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
6849 Peachtree Dunwoody Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Checks & Balances, Inc.

RIA

Atlanta, GA

AUM $251MTEAM 1REPS 2

Aurora Investment Counsel

RIA

Atlanta, GA

AUM $253MTEAM 3REPS 3

Caymus Equity Partners, LLC

RIA

Atlanta, GA

AUM $242MTEAM 11REPS 3

Greybull Partners LLC

RIA

Atlanta, GA

AUM $241MTEAM 20REPS 3

Eads & Heald Wealth Management

RIA

Atlanta, GA

AUM $240MTEAM 6REPS 4

Galleria Financial Advisors, LLC

RIA

Atlanta, GA

AUM $239MTEAM 2REPS 2
More RIAs in Atlanta →All Georgia RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth