Overview
Assets Under Management: $11.4 billion
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 15
Average Client Assets: $5.3 million
Frequently Asked Questions
GERBER/TAYLOR MANAGEMENT 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 #109319), GERBER/TAYLOR MANAGEMENT LLC is subject to fiduciary duty under federal law.
GERBER/TAYLOR MANAGEMENT LLC is headquartered in MEMPHIS, TN.
GERBER/TAYLOR MANAGEMENT LLC serves 15 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, GERBER/TAYLOR MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GERBER/TAYLOR MANAGEMENT LLC manages $11.4 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, GERBER/TAYLOR MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.70%
Average Client Assets: $5.3 million
Total Client Accounts: 158
Discretionary Accounts: 43
Non-Discretionary Accounts: 115
Regulatory Filings
CRD Number: 109319
Filing ID: 2036792
Last Filing Date: 2026-03-31 18:13:17