DALLAS, TXCRD 114263Registration Status: ApprovedEffective since June 10, 2026Latest ADV May 11, 2026
The Gardner Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated May 11, 2026, reports $125M in regulatory assets under management, 1 employee, and 367 accounts.
Assets Under Management
$125M
Employees
1
Offices
--
Total Clients
134
Primary office
DALLAS, TX
5656 N. CENTRAL EXPY, SUITE 500, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
96
2
HNWI
27.6%
37
3
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of May 11, 2026
Discretionary100.0%
$125M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$125M
Total Accounts367
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee134:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2026. Charts show the most recent available filing segment under this CRD.
* 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.