# GBQ Wealth Advisory, LLC

> GBQ Wealth Advisory, LLC is a state-registered investment advisory firm in Columbus, OH, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 17, 2026.

- CRD: 324677
- Filed as: GBQ WEALTH ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324677
- AdvisorCensus page: https://advisorcensus.com/firm/gbq-wealth-advisory-llc-columbus-oh-324677

## Quick answers

**How is GBQ Wealth Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), GBQ Wealth Advisory, LLC reports these compensation arrangements: other.

**Where is GBQ Wealth Advisory, LLC located?**
GBQ Wealth Advisory, LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is GBQ Wealth Advisory, LLC registered with the SEC or a state?**
GBQ Wealth Advisory, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324677.

**Does GBQ Wealth Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324677

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gbq.com/service/wealth-management
- gbqwealthadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GBQ Wealth Advisory, LLC (CRD 324677): Form ADV filing data as of October 2026.