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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-14-2013
- Office Locations
- 1
Office Locations
About Gantt Financial Advisors, LLC
Gantt Financial Advisors is an independent, objective wealth management and financial planning firm serving individuals and families—particularly retirees, business owners, and educators nearing retirement. The firm supports retirement income decisions (including Social Security and RMD planning), estate planning, insurance, and portfolio construction with a risk-managed, index-oriented approach, typically implemented on a custodial platform such as Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 61 clients, or 61 clients per representative. That equates to $381.9K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on May 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Gantt Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CLEVELAND DENNIS GANTT
Certified Financial Planner, PRINCIPAL
- CRD
- #6218315
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,294,876 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,294,876 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Gantt Financial Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.