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- Custodian
- Charles Schwab & Company · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 12, 2025 and June 15, 2026, reported AUM increased 65.2%, from $973.9M to $1.6B.
Across 5 reported observations, AUM increased 101.8% between March 16, 2022 and June 15, 2026, from $797.2M to $1.6B.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 5 advisory representatives and 276 clients, or 55.2 clients per representative. That equates to $5.8M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on June 15, 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
- Services
- Technology
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The full THE Gleason Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
THE Gleason Group, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
THE Gleason Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.