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- Custodian
- Charles Schwab & Company · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-05-2015
- Office Locations
- 1
Office Locations
About THE Gleason Group, Inc.
The Gleason Group, Inc. (Prospect, KY) provides financial planning, wealth management, and family office services, with additional lifestyle services. The firm’s client focus includes entrepreneurs and planning/legacy needs, and its portfolios are heavily ETF- and public-fund based, with emphasis on risk management themes such as socially responsible and emerging markets. Primary custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GAVIN T. GLEASON
Chief Executive Officer, President
- CRD
- #4464641
- Ownership
- 75% or more
ANDREA NICOLE GLEASON
Chief Compliance Officer, Chief Financial Officer, Financial Advisor
- CRD
- #6492857
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BENJAMIN JOSEPH DONINGER
Financial Advisor
- CRD
- #6405018
Lindsay Marie Manietta
Financial Advisor
- CRD
- #6779002
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,570,437,335 | $1,570,437 |
| Non-Discretionary | $38,543,423 | $353,609 |
| Total | $1,608,980,758 | $1,450,839 |
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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 |
| 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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