Graham, Bordelon, Golson & Gilbert, Inc.
● SEC registered since 1985CRD 104612SEC# 801-25887Monroe, LA
Reg. AUM
$420.8M
Employees
4
Accounts
349
Location
Monroe, LA
Graham, Bordelon, Golson & Gilbert, Inc. assets under management
Graham, Bordelon, Golson & Gilbert, Inc. is an SEC-registered investment adviser based in Monroe, LA. The firm has been registered since 1985. It reports $420.8 million in regulatory assets under management and employs 4 people.
Graham, Bordelon, Golson & Gilbert, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Gordon Graham Control | Owner | 10-25% | 1986 |
| James Clint Rider Control | Treasurer, Chief Compliance Officer | 25-50% | 2020 |
| Jeffrey Key Golson Control | President | 25-50% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Graham, Bordelon, Golson & Gilbert, Inc. manage?
Graham, Bordelon, Golson & Gilbert, Inc. reports $420.8 million in regulatory assets under management on its Form ADV.
How many employees does Graham, Bordelon, Golson & Gilbert, Inc. have?
Graham, Bordelon, Golson & Gilbert, Inc. reports 4 employees.
Where is Graham, Bordelon, Golson & Gilbert, Inc. located?
Graham, Bordelon, Golson & Gilbert, Inc. is based in Monroe, LA and has been SEC-registered since 1985.
Does Graham, Bordelon, Golson & Gilbert, Inc. disclose fund performance?
Graham, Bordelon, Golson & Gilbert, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2401 Tower Drive, Monroe, LA 71201 |
| Phone | 318-322-7157 |
| Fax | 318-325-2067 |
| Office hours | 8a.m.-12p.m. & 1p.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$420.8M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$420.8Mregulatory AUM
Discretionary $420.8M