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GRAHAM, BORDELON, GOLSON & GILBERT, INC.
CRD 104612File 801-25887
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$420.8M
Below cohort median (national)
Discretionary AUM
$420.8M
Clients
207
349 accounts
Employees
4
Above cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 5, 1985
- Principal office
- 2401 TOWER DRIVE, MONROE, LA, 71201
- Phone
- 318-322-7157
- Website
- https://www.gbggwealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $420.8M
- Discretionary AUM
- $420.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 349
- Non-discretionary accounts
- 0
- Total accounts
- 349
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.6M |
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 114 | $344.3M |
| Individuals (other than high net worth individuals) | 87 | $71.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 163 | 207 | increased by44 |
| Apr 1, 2026 | AUM | $375,002,796 | $420,819,606 | increased by$45,816,810 |
| Apr 1, 2026 | Accounts | 324 | 349 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 176 | 163 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $297,543,253 | $375,002,796 | increased by$77,459,543 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 293 | 324 | increased by31 |
| Apr 1, 2022 | Clients | 157 | 176 | increased by19 |
| Apr 1, 2022 | AUM | $265,580,759 | $297,543,253 | increased by$31,962,494 |
| Apr 1, 2022 | Accounts | 283 | 293 | increased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRAHAM BORDELON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRAHAM BORDELON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.