Gearhart & Associates is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated April 28, 2026, reports $873M in regulatory assets under management, 7 employees, and 2,903 accounts.
Assets Under Management
$873M
Employees
7
Offices
--
Total Clients
2,903
Primary office
CINCINNATI, OH
8044 MONTGOMERY ROAD, SUITE 450, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.0% of total clients.
Top client categories% of clientsClients
1
Individuals
92.0%
2,672
2
HNWI
7.3%
212
3
Corporations
0.4%
13
4
Pension Plans
0.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$873Mas of April 28, 2026
Discretionary100.0%
$873M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$873M
Total Accounts2,903
10Y AUM Change+$873M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee415:1
10Y Employee Change+2 (+40.0%)
* 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.