The Gleason Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Prospect, KY. Its latest Form ADV filing, dated March 30, 2026, reports $1.6B in regulatory assets under management, 11 employees, and 1,109 accounts.
Assets Under Management
$1.6B
Employees
11
Offices
--
Total Clients
276
Primary office
PROSPECT, KY
9418 NORTON COMMONS BOULEVARD, SUITE 100, PROSPECT, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.3% of total clients.
Top client categories% of clientsClients
1
HNWI
49.3%
136
2
Individuals
45.7%
126
3
Pension Plans
3.6%
10
4
Corporations
1.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 30, 2026
Discretionary97.6%
$1.6B
98% of total RAUM97.6%
Non-discretionary2.4%
$39M
2% of total RAUM2.4%
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.
Total AUM$1.6B
Total Accounts1,109
10Y AUM Change+$1.4B (+725.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee25:1
10Y Employee Change+7 (+175.0%)
* 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.