Gallatin & Company, LLC
● SEC registered since 2001CRD 111984SEC# 801-60165Vero Beach, FL
Reg. AUM
$98.1M
Employees
1
Accounts
53
Location
Vero Beach, FL
Gallatin & Company, LLC assets under management
Gallatin & Company, LLC is an SEC-registered investment adviser based in Vero Beach, FL. The firm has been registered since 2001. It reports $98.1 million in regulatory assets under management and employs 1 people.
Gallatin & Company, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Russell Williams Twiss Control | President/Managing Member/Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Gallatin & Company, LLC manage?
Gallatin & Company, LLC reports $98.1 million in regulatory assets under management on its Form ADV.
How many employees does Gallatin & Company, LLC have?
Gallatin & Company, LLC reports 1 employees.
Where is Gallatin & Company, LLC located?
Gallatin & Company, LLC is based in Vero Beach, FL and has been SEC-registered since 2001.
Does Gallatin & Company, LLC disclose fund performance?
Gallatin & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2145 14th Ave., Suite 15, Vero Beach, FL 32960 |
| Phone | 772-231-9607 |
| Fax | 772-231-9609 |
| Office hours | 10:00a.m.-4:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$98.1M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$98.1Mregulatory AUM
Discretionary $26.7MNon-discretionary $71.4M