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- Custodian
- BMO Harris · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-15-2021
- Office Locations
- 1
Office Locations
About Gambit Asset Management
Gambit Asset Management is an independent, fee-only RIA fiduciary providing integrated wealth management across investment management, financial, tax and estate planning, retirement and risk management. Portfolios emphasize disciplined, low-cost implementation using cost-effective funds and ETFs. Clients work directly with a CFP® professional with specialized expertise in stock options/derivatives and divorce financial planning; custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 1 advisory representatives and 17 clients, or 17 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
TODD WILLIAM GAMBIT
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4726423
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,719,900 | -- |
| Non-Discretionary | $491,806 | -- |
| Total | $33,211,706 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Gambit Asset Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.