Gerber, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 17, 2026, reports $592M in regulatory assets under management, 17 employees, and 944 accounts.
Assets Under Management
$592M
Employees
17
Offices
--
Total Clients
220
Primary office
COLUMBUS, OH
580 N FOURTH STREET, SUITE 400, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.6% of total clients.
Top client categories% of clientsClients
1
HNWI
68.6%
151
2
Individuals
31.4%
69
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$592Mas of March 17, 2026
Discretionary100.0%
$592M
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.
Latest AUM$592M
Total Accounts944
10Y AUM Change+$329M (+125.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee13:1
10Y Employee Change+7 (+70.0%)
* 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.