$346.4M Total AUM
$345.0M Disc. AUM
17.2% 3Y CAGR
7 Employees
232 ADV. Clients
19 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-09-2007
- Office Locations
- 1
Office Locations
3390 Mt. Diablo Boulevard Suite 250 Lafayette CA
About Gebhardt Group, INC
Gebhardt Group, Inc. is a Lafayette, CA wealth advisory firm focused on business owners, trades-based entrepreneurs, and families navigating major transitions. They deliver holistic “Whole Wealth” planning—succession and exit strategy, legacy and values alignment—paired with ongoing investment guidance. The practice uses Charles Schwab custody and emphasizes deep discovery beyond balance sheets.
Team overview
52 AVG AGE
$115.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1.3 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Platform
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Services
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Technology
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Owner & Executives
JAMES C GEBHARDT
Chief Compliance Officer, President
- CRD
- #2737003
- Ownership
- 75% or more
Available
Available
Available
MATTHEW DAVID GRISHMAN
PRINCIPAL, WEALTH ADVISOR
- CRD
- #2733954
- Ownership
- 25% but less than 50%
Available
Available
Available
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Janine Keeperman
--
- CRD
- #4794867
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $344,984,006 | $444,567 |
| Non-Discretionary | $1,427,076 | $46,035 |
| Total | $346,411,082 | $429,258 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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