# Gaddis Premier Wealth Advisors LLC

> Gaddis Premier Wealth Advisors LLC is an SEC-registered investment advisory firm in Durant, OK, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 317837
- Filed as: GADDIS PREMIER WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Durant, OK
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317837
- AdvisorCensus page: https://advisorcensus.com/firm/gaddis-premier-wealth-advisors-llc-durant-ok-317837

## Quick answers

**How is Gaddis Premier Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gaddis Premier Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Gaddis Premier Wealth Advisors LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Gaddis Premier Wealth Advisors LLC located?**
Gaddis Premier Wealth Advisors LLC's principal office is in Durant, OK, according to its Form ADV; the May 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

**Is Gaddis Premier Wealth Advisors LLC registered with the SEC or a state?**
Gaddis Premier Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317837.

**How much does Gaddis Premier Wealth Advisors LLC manage?**
Gaddis Premier Wealth Advisors LLC reports $368,546,461 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Gaddis Premier Wealth Advisors LLC's assets and staff changed since 2022?**
In the Form ADV data for Gaddis Premier Wealth Advisors LLC: Regulatory assets under management: $0 in the October 2022 data and $368,546,461 in the October 2026 data. Total employees: 10 in October 2022 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gaddis Premier Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,240); high net worth individuals (218); charitable organizations (2).

**Which custodians does Gaddis Premier Wealth Advisors LLC use?**
Gaddis Premier Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Gaddis Premier Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317837

**What changed in Gaddis Premier Wealth Advisors LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in AR, CA, GA, MN, MO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Wealth management fees range up to 2% of assets under management per annum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $368,546,461
- Discretionary: $368,546,461
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,240 | $181,587,553 |
| High net worth individuals | 218 | $186,658,781 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $300,127 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 16 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, IL, KS, LA, MN, MO, NE, NM, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Ada, OK
- Ardmore, OK
- Denison, TX
- McAlester, OK
- Munester, OK
- Oklahoma City, OK
- Tishomingo, OK

### Websites listed on Form ADV (Item 1.I)
- gaddispremier.com
- open.spotify.com/show/0MeV37ILOs7iitpXTEvsga
- podcasts.apple.com/us/podcast/f3-podcast-faith-family-and-finance/id1720234803
- Facebook @gaddispremier
- LinkedIn @gaddis-premier-wealth-advisors
- YouTube @F3Podcast-FaithFamilyandFinanc
- YouTube @gaddispremierwealthadvisor3790

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 10 | April 29, 2022 |
| October 2023 | $226,716,944 | 14 | September 8, 2023 |
| October 2024 | $278,595,209 | 16 | April 30, 2024 |
| October 2025 | $314,015,320 | 16 | March 24, 2025 |
| October 2026 | $368,546,461 | 16 | April 30, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $368,546,461 in the October 2026 data.
Total employees: 10 in October 2022 and 16 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in AR, CA, GA, MN, MO.

### April 2026
- Regulatory assets under management went from $314,015,320 to $368,546,461 (+17%).

### January 2026
- No longer registered or notice-filed in AR, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gaddis Premier Wealth Advisors LLC (CRD 317837): Form ADV filing data as of October 2026.