The Gleason Group, Inc.
Registered investment advisor · Prospect, Kentucky · CRD #175104
Source: SEC Form ADV filings. Data as of 2026-07-06.
About The Gleason Group, Inc.
The Gleason Group, Inc. is an insurance broker and investment advisory firm offering financial planning and portfolio management services to individuals and small businesses. Founded in 2015, it operates with a team of 2-10 employees. The firm focuses on wealth management, financial planning, and portfolio management.
Fee Structure
Frequently Asked Questions
What is The Gleason Group, Inc.'s AUM?
The Gleason Group, Inc. reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is The Gleason Group, Inc. headquartered?
The Gleason Group, Inc. is headquartered in Prospect, Kentucky.
What is The Gleason Group, Inc.'s CRD number?
The Gleason Group, Inc.'s CRD number is 175104. 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 The Gleason Group, Inc. manage?
The Gleason Group, Inc. manages approximately 1,109 client accounts according to its latest SEC filing.
Is The Gleason Group, Inc. SEC registered?
Yes, The Gleason Group, Inc. is registered with the SEC as an investment adviser with an approved registration status.
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