Overview
Assets Under Management: $588 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 152
Average Client Assets: $4 million
Frequently Asked Questions
GERBER, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120039), GERBER, LLC is subject to fiduciary duty under federal law.
GERBER, LLC is headquartered in COLUMBUS, OH.
GERBER, LLC serves 152 high-net-worth clients according to their SEC filing dated December 17, 2025. View client details ↓
According to their SEC Form ADV, GERBER, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GERBER, LLC manages $588 million in client assets according to their SEC filing dated December 17, 2025.
According to their SEC Form ADV, GERBER, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 152
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.37
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 950
Discretionary Accounts: 950
Regulatory Filings
CRD Number: 120039
Filing ID: 2034205
Last Filing Date: 2025-12-17 17:39:04
Website: 0