# Gilbert Rich & Associates

> Gilbert Rich & Associates is a state-registered investment advisory firm in Atlanta, GA, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 125539
- Filed as: GILBERT RICH & ASSOCIATES
- Legal name: Rich, Gilbert
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125539
- AdvisorCensus page: https://advisorcensus.com/firm/gilbert-rich-and-associates-atlanta-ga-125539

## Quick answers

**How is Gilbert Rich & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Gilbert Rich & Associates reports these compensation arrangements: a percentage of assets under its management.

**Where is Gilbert Rich & Associates located?**
Gilbert Rich & Associates' principal office is in Atlanta, GA, according to its Form ADV.

**Is Gilbert Rich & Associates registered with the SEC or a state?**
Gilbert Rich & Associates is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 125539.

**How much does Gilbert Rich & Associates manage?**
Gilbert Rich & Associates reports $41,500,000 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**What types of clients does Gilbert Rich & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42).

**Does Gilbert Rich & Associates 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/125539

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $41,500,000
- Discretionary: $41,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $41,500,000 |

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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gilbert Rich & Associates (CRD 125539): Form ADV filing data as of October 2026.