Gebhardt Group, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Lafayette, CA. Its latest Form ADV filing, dated March 12, 2026, reports $346M in regulatory assets under management, 7 employees, 1 office, and 807 accounts.
Assets Under Management
$346M
Employees
7
Offices
1 office
Total Clients
232
Primary office
LAFAYETTE, CA
3390 MT. DIABLO BOULEVARD, SUITE 250, LAFAYETTE, CA, United States
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
129
2
HNWI
41.4%
96
3
Pension Plans
3.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$346Mas of March 12, 2026
Discretionary99.6%
$345M
100% of total RAUM99.6%
Non-discretionary0.4%
$1M
0% of total RAUM0.4%
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$346M
Total Accounts807
10Y AUM Change+$236M (+213.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee33:1
10Y Employee Change+3 (+75.0%)
* 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.