← Directory
GEMMER ASSET MANAGEMENT LLC
CRD 109034File 801-56517
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.36B
Top 25% of cohort (national)
Discretionary AUM
$2.36B
Clients
1,285
3,787 accounts
Employees
16
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 21, 1999
- Principal office
- 1655 NORTH MAIN ST, SUITE 360, WALNUT CREEK, CA, 94596
- Phone
- 925-933-3786
- Website
- http://www.gemmerllc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.36B
- Discretionary AUM
- $2.36B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,787
- Non-discretionary accounts
- 0
- Total accounts
- 3,787
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $11.2M |
| Charitable organizations | Fewer than 5 | $13.9M |
| Other investment advisers | Fewer than 5 | $21.3M |
| High net worth individuals | 559 | $2.02B |
| Pension and profit sharing plans | Fewer than 5 | $2.7M |
| Individuals (other than high net worth individuals) | 711 | $292.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2026 | Clients | 1,380 | 1,285 | decreased by95 |
| Apr 1, 2026 | AUM | $2,011,228,822 | $2,357,196,645 | increased by$345,967,823 |
| Apr 1, 2026 | Accounts | 3,663 | 3,787 | increased by124 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 15 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,134 | 1,380 | increased by246 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,717,343,088 | $2,011,228,822 | increased by$293,885,734 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,094 | 3,663 | increased by569 |
| Apr 1, 2022 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2022 | Clients | 1,099 | 1,134 | increased by35 |
| Apr 1, 2022 | AUM | $1,389,851,761 | $1,717,343,088 | increased by$327,491,327 |
| Apr 1, 2022 | Accounts | 1,119 | 3,094 | increased by1,975 |
| 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 “GEMMER ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GEMMER ASSET” 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.