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GALLATIN & COMPANY, LLC
CRD 111984File 801-60165
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$98.1M
Bottom 25% of cohort (national)
Discretionary AUM
$26.7M
Non-discretionary $71.4M
Clients
50
53 accounts
Employees
1
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 6, 2001
- Principal office
- 2145 14TH AVE., SUITE 15, VERO BEACH, FL, 32960
- Phone
- 772-231-9607
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $98.1M
- Discretionary AUM
- $26.7M
- Non-discretionary AUM
- $71.4M
- Discretionary accounts
- 10
- Non-discretionary accounts
- 43
- Total accounts
- 53
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $912K |
| High net worth individuals | 26 | $87.4M |
| Individuals (other than high net worth individuals) | 24 | $9.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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 |
|---|---|---|---|
| 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.