RIA Intel›Advisers›Tennessee›GERBER/TAYLOR ASSOCIATES LLC

GERBER/TAYLOR ASSOCIATES LLC

Advisory

N·MEMPHIS, TN

Data as of Mar 30, 2022 · Source: SEC Form ADV

Total AUM

$398M

1-Year AUM Growth

+41.3%

3-Year CAGR

+5.4%

Employees

12

Assets Under Management

Total AUM$398M

Discretionary AUM$0

Non-Discretionary AUM$398M

Discretionary %0%

Total Clients—

Team

Total Employees12

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record28

First FilingJan 31, 2001

Latest FilingMar 30, 2022

🔒 Full AUM trend chart and 28 historical filings spanning 21+ 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 GERBER/TAYLOR ASSOCIATES LLC

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