# Graham, Bordelon, Golson & Gilbert, Inc.

> Graham, Bordelon, Golson & Gilbert, Inc. is an SEC-registered investment advisory firm in Monroe, LA, registered since 1985, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 104612
- Filed as: GRAHAM, BORDELON, GOLSON & GILBERT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Monroe, LA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104612
- AdvisorCensus page: https://advisorcensus.com/firm/graham-bordelon-golson-and-gilbert-inc-monroe-la-104612

## Quick answers

**How is Graham, Bordelon, Golson & Gilbert, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Graham, Bordelon, Golson & Gilbert, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Graham, Bordelon, Golson & Gilbert, Inc. charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Hourly rate: $100 to $350 an hour (investment supervisory services); Flat fee: $250 to $25,000 a year (investment supervisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Graham, Bordelon, Golson & Gilbert, Inc. located?**
Graham, Bordelon, Golson & Gilbert, Inc.'s principal office is in Monroe, LA, according to its Form ADV.

**Is Graham, Bordelon, Golson & Gilbert, Inc. registered with the SEC or a state?**
Graham, Bordelon, Golson & Gilbert, Inc. is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 104612.

**How much does Graham, Bordelon, Golson & Gilbert, Inc. manage?**
Graham, Bordelon, Golson & Gilbert, Inc. reports $420,819,606 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Graham, Bordelon, Golson & Gilbert, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Graham, Bordelon, Golson & Gilbert, Inc.: Regulatory assets under management: $265,580,759 in the October 2021 data and $420,819,606 in the October 2026 data, up 58%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Graham, Bordelon, Golson & Gilbert, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (114); individuals (other than high net worth individuals) (87); charitable organizations (3).

**Which custodians does Graham, Bordelon, Golson & Gilbert, Inc. use?**
Graham, Bordelon, Golson & Gilbert, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services as a custodian holding 10% or more of its separately managed account assets.

**Does Graham, Bordelon, Golson & Gilbert, Inc. report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(4) (SEC or CFTC order) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104612

**What changed in Graham, Bordelon, Golson & Gilbert, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $375,002,796 to $420,819,606 (+12%).

## 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 9, 2026)

- Hourly rate: $100 to $350 an hour (investment supervisory services)

> Under the hourly fee structure, you are billed at an hourly rate of $100 - $350 depending on the complexity of the project.

- Flat fee: $250 to $25,000 a year (investment supervisory services)

> Under the flat fee program, you will be quoted a fee in advance ranging from $250 to $25,000 annually depending upon numerous factors

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services

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: $420,819,606
- Discretionary: $420,819,606
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $71,631,109 |
| High net worth individuals | 114 | $344,269,674 |
| Charitable organizations | 3 | $1,319,608 |
| Corporations or other businesses not listed above | 3 | $3,599,215 |

### 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: 1985 (40 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104612

### Websites listed on Form ADV (Item 1.I)
- [gbggwealth.com](https://gbggwealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $265,580,759 | 5 | June 24, 2021 |
| October 2022 | $297,543,253 | 5 | August 1, 2022 |
| October 2023 | $260,440,490 | 5 | September 29, 2023 |
| October 2024 | $291,646,467 | 4 | August 30, 2024 |
| October 2025 | $375,002,796 | 4 | April 2, 2025 |
| October 2026 | $420,819,606 | 4 | March 9, 2026 |

Regulatory assets under management: $265,580,759 in the October 2021 data and $420,819,606 in the October 2026 data, up 58%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $375,002,796 to $420,819,606 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Graham, Bordelon, Golson & Gilbert, Inc. (CRD 104612): Form ADV filing data as of October 2026.