RIA Intel›Advisers›Louisiana›GRAHAM, BORDELON, GOLSON & GILBERT, INC.

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

Advisory

N·MONROE, LA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM
$421M
1-Year AUM Growth
+12.0%
3-Year CAGR
+3.0%
Employees
4
Assets Under Management
Total AUM$421M
Discretionary AUM$421M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients163
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record46
First FilingJan 30, 2001
Latest FilingMar 9, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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