Investment adviser · CRD 175104
THE GLEASON GROUP, INC.
Investment adviser filing (IA)
PROSPECT, KY, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $1.61B Form ADV · Item 5.F
- Client accounts
- 1,109 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 5 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 | 136 | $1,526,978,195 | 94.9% |
| Individuals | 126 | $46,687,658 | 2.9% |
| Retirement plans | 10 | $26,446,154 | 1.6% |
| Corporations & businesses | 4 | $8,868,751 | 0.6% |
Filing source
Form ADV 2113297 · Jun 15, 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: Jun 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
9418 NORTON COMMONS BOULEVARD, SUITE 100PROSPECT, KY, 40059, United States
CRD 175104
Filing source
Form ADV 2113297 · Jun 15, 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.