# Gehret Investments

> Gehret Investments is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 152782
- Filed as: GEHRET INVESTMENTS
- Legal name: Gehret Investments, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152782
- AdvisorCensus page: https://advisorcensus.com/firm/gehret-investments-152782

## Quick answers

**How is Gehret Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Gehret Investments reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Gehret Investments registered with the SEC or a state?**
Gehret Investments is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152782.

**How much does Gehret Investments manage?**
Gehret Investments reports $23,523,000 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**Does Gehret Investments 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/152782

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $23,523,000
- Discretionary: $23,523,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $23,000 |
| High net worth individuals | Fewer than 5 | $23,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Market timing services
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gehretinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gehret Investments (CRD 152782): Form ADV filing data as of October 2026.