Investment adviser · CRD 114263
THE GARDNER GROUP
Investment adviser filing (IA)
GARDNER ASSET MANAGEMENT LLC
DALLAS, TX, United States · Form ADV filed May 11, 2026
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 367 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 37 | $90,584,980 | 72.3% |
| Individuals | 96 | $34,618,581 | 27.6% |
| Charities | Fewer than 5 | $70,900 | 0.1% |
Filing source
Form ADV 2102934 · May 11, 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 fundsThe 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: May 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5656 N. CENTRAL EXPY, SUITE 500DALLAS, TX, 75206, United States
CRD 114263
Filing source
Form ADV 2102934 · May 11, 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.