Firm profile

Gaddis Premier Wealth Advisors LLC

DURANT, OKCRD 317837Registration Status: ApprovedEffective since May 31, 2022SEC # 801-125772Latest ADV April 30, 2026

Gaddis Premier Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Durant, OK. Its latest Form ADV filing, dated April 30, 2026, reports $369M in regulatory assets under management, 16 employees, 9 offices, and 2,155 accounts.

Assets Under Management
$369M
Employees
16
Offices
9 offices
Total Clients
1,460

Associated firm names

1 name listed
  • GADDIS PREMIER WEALTH ADVISORS LLC

Leadership

2 roles identified
CEODave A. Reed
CCOJonathan G. Kasting

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

DURANT, Oklahoma, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Oklahoma

DURANTPrimary office · ADA · ARDMORE · MCALESTER · OKLAHOMA CITY · MUNESTER · TISHOMINGO

Texas

DENISON

9 office records listed · 9 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$369Mas of April 30, 2026
Discretionary100.0%
$369M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentIndividuals represent 84.9% of total clients.
Top client categories% of clientsClients
1
Individuals
84.9%
1,240
2
HNWI
14.9%
218
3
Charitable
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$369M
Total Accounts2,155
10Y AUM Change+$369M

Private Funds

Private funds reported by Gaddis Premier Wealth Advisors LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee91:1
10Y Employee Change+8 (+100.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
GADDIS AND GADDIS WEALTH MANAGEMENT, LLCDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
25% to < 50%
EPSILON HOLDINGS II, LLCDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
10% to < 25%
TMA FINANCIAL HOLDINGS, LLCDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
10% to < 25%
HINES FAMILY HOLDINGS, LLCDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
10% to < 25%
PATCHWORK HOLDINGS, LLCDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
5% to < 10%
DEREK JONATHON HINESDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
< 5%
ROGER DALE GADDISDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
< 5%
LEIGH ANN GADDISDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
< 5%
DAVE ALLAN REEDDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
< 5%
Teresa Marie AdamsDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
< 5%
TAMMY JO BYRDDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
< 5%
TJBYRD INVESTMENTS, LLCDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
< 5%
LEAH ANNE BROOKSDirect owner · Schedule AInterest in GADDIS PREMIER WEALTH ADVISORS LLC
< 5%
ROGER DALE GADDISIndirect owner · Schedule BInterest in GADDIS AND GADDIS WEALTH MANAGEMENT, LLC
75%+
TAMMY JO BYRDIndirect owner · Schedule BInterest in TJBYRD INVESTMENTS, LLC
75%+
DAVE ALLAN REEDIndirect owner · Schedule BInterest in EPSILON HOLDINGS II, LLC
75%+
Teresa Marie AdamsIndirect owner · Schedule BInterest in TMA FINANCIAL HOLDINGS, LLC
75%+
DEREK JONATHON HINESIndirect owner · Schedule BInterest in HINES FAMILY HOLDINGS, LLC
75%+
LEAH ANNE BROOKSIndirect owner · Schedule BInterest in PATCHWORK HOLDINGS, LLC
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Gaddis Premier Wealth Advisors LLC.

Reported ownership and control details

Form ADV · Filing date 2026-04-30 · Schedules A and B

20 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1DEREK JONATHON HINESPARTNERIndividualGADDIS PREMIER WEALTH ADVISORS LLCLess than 5%Code NAYesPARTNER12/2021Schedule APDF page 23
2ROGER DALE GADDISPARTNERIndividualGADDIS PREMIER WEALTH ADVISORS LLCLess than 5%Code NAYesPARTNER12/2021Schedule APDF page 23
3LEIGH ANN GADDISPARTNERIndividualGADDIS PREMIER WEALTH ADVISORS LLCLess than 5%Code NAYesPARTNER12/2021Schedule APDF page 23
4GADDIS AND GADDIS WEALTH MANAGEMENT, LLCMEMBERDomestic entityGADDIS PREMIER WEALTH ADVISORS LLC25% to less than 50%Code CYesMEMBER04/2022Schedule APDF page 23
5DAVE ALLAN REEDCEO AND PARTNERIndividualGADDIS PREMIER WEALTH ADVISORS LLCLess than 5%Code NAYesCEO AND PARTNER04/2022Schedule APDF page 23
6Teresa Marie AdamsPARTNERIndividualGADDIS PREMIER WEALTH ADVISORS LLCLess than 5%Code NAYesPARTNER04/2022Schedule APDF page 23
7Jonathan G KastingCHIEF COMPLIANCE OFFICERIndividualGADDIS PREMIER WEALTH ADVISORS LLCLess than 5%Code NANoCHIEF COMPLIANCE OFFICER10/2022Schedule APDF page 23
8TAMMY JO BYRDPARTNERIndividualGADDIS PREMIER WEALTH ADVISORS LLCLess than 5%Code NAYesPARTNER10/2024Schedule APDF page 23
9TJBYRD INVESTMENTS, LLCMEMBERDomestic entityGADDIS PREMIER WEALTH ADVISORS LLCLess than 5%Code NAYesMEMBER01/2025Schedule APDF page 23
10EPSILON HOLDINGS II, LLCMEMBERDomestic entityGADDIS PREMIER WEALTH ADVISORS LLC10% to less than 25%Code BYesMEMBER01/2025Schedule APDF page 23
11PATCHWORK HOLDINGS, LLCMEMBERDomestic entityGADDIS PREMIER WEALTH ADVISORS LLC5% to less than 10%Code AYesMEMBER01/2025Schedule APDF page 23
12TMA FINANCIAL HOLDINGS, LLCMEMBERDomestic entityGADDIS PREMIER WEALTH ADVISORS LLC10% to less than 25%Code BYesMEMBER01/2025Schedule APDF page 23
13HINES FAMILY HOLDINGS, LLCMEMBERDomestic entityGADDIS PREMIER WEALTH ADVISORS LLC10% to less than 25%Code BYesMEMBER01/2025Schedule APDF page 23
14LEAH ANNE BROOKSPARTNERIndividualGADDIS PREMIER WEALTH ADVISORS LLCLess than 5%Code NAYesPARTNER10/2023Schedule APDF page 23
15ROGER DALE GADDISMEMBERIndividualGADDIS AND GADDIS WEALTH MANAGEMENT, LLC75% or moreCode EYesMEMBER01/2006Schedule BPDF page 23
16TAMMY JO BYRDMEMBERIndividualTJBYRD INVESTMENTS, LLC75% or moreCode EYesMEMBER11/2024Schedule BPDF page 23
17DAVE ALLAN REEDMEMBERIndividualEPSILON HOLDINGS II, LLC75% or moreCode EYesMEMBER01/2025Schedule BPDF page 23
18Teresa Marie AdamsMEMBERIndividualTMA FINANCIAL HOLDINGS, LLC75% or moreCode EYesMEMBER01/2025Schedule BPDF page 23
19DEREK JONATHON HINESMEMBERIndividualHINES FAMILY HOLDINGS, LLC75% or moreCode EYesMEMBER11/2024Schedule BPDF page 23
20LEAH ANNE BROOKSMEMBERIndividualPATCHWORK HOLDINGS, LLC75% or moreCode EYesMEMBER11/2024Schedule BPDF page 23

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 4/30/2026 9:22:29 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.