VERO BEACH, FLCRD 111984Latest ADV February 26, 2026
Gallatin & Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vero Beach, FL. Its latest Form ADV filing, dated February 26, 2026, reports $98M in regulatory assets under management, 1 employee, and 53 accounts.
Assets Under Management
$98M
Employees
1
Offices
--
Total Clients
50
Primary office
VERO BEACH, FL
2145 14TH AVE., SUITE 15, VERO BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.0% of total clients.
Top client categories% of clientsClients
1
HNWI
52.0%
26
2
Individuals
48.0%
24
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$98Mas of February 26, 2026
Discretionary27.2%
$27M
27% of total RAUM27.2%
Non-discretionary72.8%
$71M
73% of total RAUM72.8%
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$98M
Total Accounts53
10Y AUM Change+$2M (+2.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee50:1
10Y Employee Change-2 (-66.7%)
* 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.