GRAHAM, BORDELON, GOLSON & GILBERT, INC.
Adviser information for GRAHAM, BORDELON, GOLSON & GILBERT, INC. last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Louisiana, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 290 | $291.6M |
| Non-Discretionary | 0 | $0 |
| Total | 290 | $291.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 45 | $28.0M |
| HNW Individuals | 125 | $262.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $838,992 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 15 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 93.3M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WEALTH MANAGEMENT PLATFORM, ADVISOR MANAGED PORTFOLIOS, ASSET BASED PRICING | TRIAD ADVISORS, LLC |
Identifiers
| SEC RIA File Number | 801-25887 |
|---|---|
| SEC ERA File Number | 801-25887 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 104612 |
| Legal Entity Identifier | None |
Principal Office
2401 TOWER DRIVEMONROE
LA
United States
Monday - Friday, 8AM-12PM & 1PM-5PM
Tel: 318-322-7157, Fax: 318-325-2067
Websites
Chief Compliance Officer
CLINT RIDER
PARTNER/OWNER, TREASURER
2401 TOWER DRIVE
MONROE
LA
United States
Tel:
318-322-7157
Fax:
318-325-2067
C****@*****************M
(Full email address available in API data)
Industry Affiliates
| ENTRUST INVESTMENT MANAGEMENT LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOLSON, JEFFREY, KEY | Individual | – | PRESIDENT | 07/2013 | 25-50% |
| GRAHAM, GARY, GORDON | Individual | – | OWNER | 01/1986 | 10-25% |
| GILBERT, MICHEAL, BRUCE | Individual | – | SECRETARY | 07/2011 | 25-50% |
| RIDER, JAMES, CLINT | Individual | – | TREASURER, CHIEF COMPLIANCE OFFICER | 04/2020 | 25-50% |