The Gleason Group, Inc.
● SEC registered since 2015CRD 175104SEC# 801-96195Prospect, KY
Reg. AUM
$1.61B
Employees
11
Accounts
1,109
Location
Prospect, KY
The Gleason Group, Inc. assets under management
The Gleason Group, Inc. is an SEC-registered investment adviser based in Prospect, KY. The firm has been registered since 2015. It reports $1.6 billion in regulatory assets under management and employs 11 people.
The Gleason Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Nicole Gleason Control | Chief Compliance Officer And Chief Financial Officer | Under 5% | 2015 |
| Gavin T. Gleason Control | Chief Executive Officer/President | Over 75% | 2015 |
| Gavin T. Gleason Family Trust U/T/A Dated August 20, 2020 | Member | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does The Gleason Group, Inc. manage?
The Gleason Group, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does The Gleason Group, Inc. have?
The Gleason Group, Inc. reports 11 employees.
Where is The Gleason Group, Inc. located?
The Gleason Group, Inc. is based in Prospect, KY and has been SEC-registered since 2015.
Does The Gleason Group, Inc. disclose fund performance?
The Gleason Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9418 Norton Commons Boulevard, Suite 100, Prospect, KY 40059 |
| Phone | (502) 882-7300 |
| Fax | (502) 882-7287 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.61B▲ 65%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.61Bregulatory AUM
Discretionary $1.57BNon-discretionary $38.5M