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

GERBER/TAYLOR MANAGEMENT LLC

Advisory

N·MEMPHIS, TN

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$11.4B

1-Year AUM Growth

+13.0%

3-Year CAGR

+14.3%

Employees

19

Assets Under Management

Total AUM$11.4B

Discretionary AUM$10.9B

Non-Discretionary AUM$559M

Discretionary %95.1%

Total Clients102

Team

Total Employees19

Investment Advisers40

Employee Growth (1Y)-4.5%

Filing History

Total Filings on Record39

First FilingMar 30, 2001

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 39 historical filings spanning 25+ 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 MANAGEMENT LLC

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