RIA Intel›Advisers›California›GEBHARDT GROUP, INC

GEBHARDT GROUP, INC

Advisory

N·LAFAYETTE, CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$346M

1-Year AUM Growth

+23.4%

3-Year CAGR

+15.2%

Employees

3

Assets Under Management

Total AUM$346M

Discretionary AUM$345M

Non-Discretionary AUM$1M

Discretionary %99.6%

Total Clients220

Team

Total Employees3

Investment Advisers7

Employee Growth (1Y)+50.0%

Filing History

Total Filings on Record34

First FilingMar 31, 2007

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GEBHARDT GROUP, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.