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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.