Investment adviser · CRD 104612

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

Investment adviser filing (IA)

MONROE, LA, United States · Form ADV filed Mar 9, 2026

Regulatory AUM
$421M
Form ADV · Item 5.F
Client accounts
349
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals114$344,269,67481.8%
Individuals87$71,631,10917.0%
Corporations & businessesFewer than 5$3,599,2150.9%
CharitiesFewer than 5$1,319,6080.3%
Filing source

Form ADV 2062726 · Mar 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2401 TOWER DRIVE
MONROE, LA, 71201, United States

CRD 104612

Filing source

Form ADV 2062726 · Mar 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.