Gebhardt Group, Inc
● SEC registered since 2014CRD 142903SEC# 801-80379Lafayette, CA
Reg. AUM
$346.4M
Employees
7
Accounts
807
Location
Lafayette, CA
Gebhardt Group, Inc assets under management
Gebhardt Group, Inc is a registered investment adviser overseen by the SEC based in Lafayette, CA. The firm has been registered since 2014. It reports $346.4 million in regulatory assets under management and employs 7 people.
Gebhardt Group, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James C Gebhardt Control | President, Chief Compliance Officer | Over 75% | 2005 |
| Matthew David Grishman Control | Principal And Wealth Advisor | 25-50% | 2015 |
Frequently asked questions
How much does Gebhardt Group, Inc manage?
Gebhardt Group, Inc reports $346.4 million in regulatory assets under management on its Form ADV.
How many employees does Gebhardt Group, Inc have?
Gebhardt Group, Inc reports 7 employees.
Where is Gebhardt Group, Inc located?
Gebhardt Group, Inc is based in Lafayette, CA and has been SEC-registered since 2014.
Does Gebhardt Group, Inc disclose fund performance?
Gebhardt Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA 94549 |
| Phone | 925-283-9150 |
| Fax | 925-283-9155 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$346.4M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$346.4Mregulatory AUM
Discretionary $345MNon-discretionary $1.4M