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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.
Reported data analysis
What the numbers show
Between March 17, 2025 and March 23, 2026, reported AUM increased 17.2%, from $2.0B to $2.4B.
Across 5 reported observations, AUM increased 37.3% between April 6, 2022 and March 23, 2026, from $1.7B to $2.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 1,285 clients, or 142.8 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 3 reported office locations and 34 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
SMA allocation detail is available
Gemmer Asset Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
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Gemmer Asset Management LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.