# Gerber, LLC

> Gerber, LLC is an SEC-registered investment advisory firm in Columbus, OH, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 120039
- Filed as: GERBER, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120039
- AdvisorCensus page: https://advisorcensus.com/firm/gerber-llc-columbus-oh-120039

## Quick answers

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

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

**Is Gerber, LLC registered with the SEC or a state?**
Gerber, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 120039.

**How much does Gerber, LLC manage?**
Gerber, LLC reports $592,071,283 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Gerber, LLC's assets and staff changed since 2021?**
In the Form ADV data for Gerber, LLC: Regulatory assets under management: $336,628,059 in the October 2021 data and $592,071,283 in the October 2026 data, up 76%. Total employees: 8 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gerber, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (151); individuals (other than high net worth individuals) (69).

**Which custodians does Gerber, LLC use?**
Gerber, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Gerber, 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/120039

**What changed in Gerber, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $592,071,283
- Discretionary: $592,071,283
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $14,930,058 |
| High net worth individuals | 151 | $569,120,075 |
| Charitable organizations | Fewer than 5 | $44,691 |
| Corporations or other businesses not listed above | Fewer than 5 | $7,976,459 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2008 (18 years)
- Employees: 17 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gerberclarity.com
- Facebook @GERBERLLC
- LinkedIn @GERBER-LLC
- X @gerberclarity
- YouTube @GERBERCLARITY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $336,628,059 | 8 | March 31, 2021 |
| October 2022 | $476,596,558 | 19 | June 15, 2022 |
| October 2023 | $396,424,492 | 17 | April 28, 2023 |
| October 2024 | $502,825,887 | 18 | March 27, 2024 |
| October 2025 | $588,145,145 | 15 | April 2, 2025 |
| October 2026 | $592,071,283 | 17 | March 17, 2026 |

Regulatory assets under management: $336,628,059 in the October 2021 data and $592,071,283 in the October 2026 data, up 76%.
Total employees: 8 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.

### January 2026
- No longer registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gerber, LLC (CRD 120039): Form ADV filing data as of October 2026.