G&H Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Leola, PA. Its latest Form ADV filing, dated March 17, 2026, reports $576M in regulatory assets under management, 4 employees, and 463 accounts.
Assets Under Management
$576M
Employees
4
Offices
--
Total Clients
136
Primary office
LEOLA, PA
349 W MAIN STREET, SUITE 108, LEOLA, PA, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
91
2
HNWI
27.9%
38
3
Charitable
4.4%
6
4
Corporations
0.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$576Mas of March 17, 2026
Discretionary92.1%
$531M
92% of total RAUM92.1%
Non-discretionary7.9%
$45M
8% of total RAUM7.9%
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$576M
Total Accounts463
10Y AUM Change+$576M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee34:1
10Y Employee Change+1 (+33.3%)
* 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.