Gasber Financial Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Folsom, CA. Its latest Form ADV filing, dated February 23, 2026, reports $178M in regulatory assets under management, 4 employees, and 330 accounts.
Assets Under Management
$178M
Employees
4
Offices
--
Total Clients
183
Primary office
FOLSOM, CA
81 BLUE RAVINE ROAD, SUITE 250, FOLSOM, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.5% of total clients.
Top client categories% of clientsClients
1
Individuals
64.5%
118
2
HNWI
33.9%
62
3
Pension Plans
1.6%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$178Mas of February 23, 2026
Discretionary97.2%
$173M
97% of total RAUM97.2%
Non-discretionary2.8%
$5M
3% of total RAUM2.8%
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.
Total AUM$178M
Total Accounts330
10Y AUM Change+$73M (+69.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
10Y Employee Change0 (0.0%)
* 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.