Wealth Manager
    SEC Registered
    Manages Private Funds

    Graham, Bordelon, Golson & Gilbert, Inc.

    Registered investment advisor · Monroe, Louisiana · CRD #104612

    Assets Under Management
    $421M
    Client Accounts
    349
    Employees
    4
    CRD Number
    104612
    Registration
    SEC Registered
    Custodian
    National Financial Services

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Graham, Bordelon, Golson & Gilbert, Inc.

    Graham, Bordelon, Golson & Gilbert, Inc. is a financial advisory firm based in Monroe, Louisiana, managing $375 million in assets and serving 324 clients. Established in 1985, it employs four financial planners.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Graham, Bordelon, Golson & Gilbert, Inc.

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    Frequently Asked Questions

    What is Graham, Bordelon, Golson & Gilbert, Inc.'s AUM?

    Graham, Bordelon, Golson & Gilbert, Inc. reports approximately $421M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Graham, Bordelon, Golson & Gilbert, Inc. headquartered?

    Graham, Bordelon, Golson & Gilbert, Inc. is headquartered in Monroe, Louisiana.

    What is Graham, Bordelon, Golson & Gilbert, Inc.'s CRD number?

    Graham, Bordelon, Golson & Gilbert, Inc.'s CRD number is 104612. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Graham, Bordelon, Golson & Gilbert, Inc. manage?

    Graham, Bordelon, Golson & Gilbert, Inc. manages approximately 349 client accounts according to its latest SEC filing.

    Is Graham, Bordelon, Golson & Gilbert, Inc. SEC registered?

    Yes, Graham, Bordelon, Golson & Gilbert, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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