# R Gregory Souder

> R Gregory Souder is a state-registered investment advisory firm, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 115061
- Filed as: R GREGORY SOUDER
- Legal name: Souder, Robert Gregory
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115061
- AdvisorCensus page: https://advisorcensus.com/firm/r-gregory-souder-115061

## Quick answers

**How is R Gregory Souder compensated?**
On its Form ADV (Item 5.E, October 2026), R Gregory Souder reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is R Gregory Souder registered with the SEC or a state?**
R Gregory Souder is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 115061.

**How much does R Gregory Souder manage?**
R Gregory Souder reports $3,893,854 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**What types of clients does R Gregory Souder serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does R Gregory Souder 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/115061

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,893,854
- Discretionary: $3,893,854
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $3,893,854 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- 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. R Gregory Souder (CRD 115061): Form ADV filing data as of October 2026.