Gerber/Taylor Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 31, 2026, reports $11.4B in regulatory assets under management, 40 employees, 1 office, and 158 accounts.
Assets Under Management
$11.4B
Employees
40
Offices
1 office
Total Clients
95
Primary office
MEMPHIS, TN
40 SOUTH MAIN STREET, SUITE 1900, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 40.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
40.0%
38
2
Charitable
23.2%
22
3
Corporations
21.1%
20
4
HNWI
15.8%
15
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.4Bas of March 31, 2026
Discretionary95.1%
$10.9B
95% of total RAUM95.1%
Non-discretionary4.9%
$559M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.4B
Total Accounts158
10Y AUM Change+$5.4B (+88.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee2:1
10Y Employee Change+19 (+90.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.