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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-28-1992
- Office Locations
- 3
Office Locations
About Gemmer Asset Management LLC
Gemmer Asset Management is a Walnut Creek, CA investment manager founded in 1992 serving the Bay Area and partnering with financial advisors through a TAMP-style offering. The firm provides objective portfolio management and planning support (portfolio construction, estate/insurance and business-succession planning), using ETFs and mutual funds across asset-allocation, fixed income, and ESG/SRI approaches. Recognized in Wealth Advisor’s America’s Best TAMPs (2021–2024; paid showcase) and named to FA-IQ’s Leadership Council.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CHARLES JASON BLANKLEY
Principal
- CRD
- #4649891
- Ownership
- 25% but less than 50%
BRIAN CRAIG GEMMER
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5118590
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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TIMOTHY JAMES CORRIERO
Investment Advisor Representative
- CRD
- #4002157
MICHAEL WALTER MISCHLER
Director
- CRD
- #5008551
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,357,196,645 | $622,444 |
| Non-Discretionary | $0 | -- |
| Total | $2,357,196,645 | $622,444 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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