GRAHAM, BORDELON, GOLSON & GILBERT, INC.
CRD #104612 SEC #801-25887 MONROE, LA 318-322-7157
SEC Registered
Total AUM
$375M
Discretionary
$369.9M
Employees
4
Clients
25
Accounts
324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $375M | $369.9M | $5.1M | 4 | 15 |
| Mar 2025 | $375M | $369.9M | $5.1M | 4 | 15 |
| Aug 2024 | $291.6M | $291.6M | $0 | 4 | 15 |
| Aug 2024 | $291.6M | $291.6M | $0 | 4 | 15 |
| Mar 2024 | $291.6M | $291.6M | $0 | 4 | 15 |
| Sep 2023 | $260.4M | $260.4M | $0 | 5 | 15 |
| Feb 2023 | $260.4M | $260.4M | $0 | 5 | 15 |
| Aug 2022 | $297.5M | $297.5M | $0 | 5 | 15 |
| Mar 2022 | $297.5M | $297.5M | $0 | 5 | 15 |
| Jan 2022 | $265.6M | $265.6M | $0 | 5 | 15 |
| Jan 2022 | $265.6M | $265.6M | $0 | 5 | 15 |
| Jun 2021 | $265.6M | $265.6M | $0 | 5 | 15 |
| May 2021 | $265.6M | $265.6M | $0 | 5 | 15 |
| Apr 2021 | $265.6M | $265.6M | $0 | 5 | 15 |
| Mar 2021 | $265.6M | $265.6M | $0 | 5 | 15 |
| Oct 2020 | $239.2M | $239.2M | $0 | 5 | 0 |
| Oct 2020 | $239.2M | $239.2M | $0 | 5 | 0 |
| Jun 2020 | $239.2M | $239.2M | $0 | 5 | 0 |
| May 2020 | $239.2M | $239.2M | $0 | 5 | 0 |
| Apr 2020 | $239.2M | $239.2M | $0 | 5 | 0 |
| Mar 2020 | $239.2M | $239.2M | $0 | 5 | 0 |
| Dec 2019 | $206.1M | $206.1M | $0 | 8 | 0 |
| Mar 2019 | $206.1M | $206.1M | $0 | 8 | 0 |
| Mar 2018 | $207.2M | $203.1M | $4.1M | 8 | 0 |
| Feb 2017 | $276M | $186M | $90M | 8 | 300 |
| Mar 2016 | $264M | $166M | $98M | 8 | 300 |
| Feb 2016 | $264M | $166M | $98M | 8 | 300 |
| Mar 2015 | $246M | $160.1M | $85.9M | 8 | 300 |
| May 2014 | $227.9M | $144.3M | $83.6M | 8 | 300 |
| Mar 2014 | $227.9M | $144.3M | $83.6M | 8 | 300 |
| Jul 2013 | $200.4M | $101.6M | $98.8M | 8 | 200 |
| Mar 2013 | $200.4M | $101.6M | $98.8M | 8 | 200 |
| Mar 2012 | $174.3M | $89.3M | $85M | 6 | 200 |
| Aug 2011 | $175.1M | $85.6M | $89.5M | 10 | -- |
| Mar 2010 | $159.8M | $72.3M | $87.5M | 10 | -- |
| Feb 2007 | $168.3M | $106.9M | $61.4M | 10 | -- |
| Jan 2007 | $168.3M | $106.9M | $61.4M | 10 | -- |
| Mar 2006 | $160M | $96.6M | $63.5M | 10 | -- |
| Jun 2004 | $122.7M | $70.8M | $52M | 10 | -- |
| Mar 2002 | $90M | $52M | $38M | 10 | -- |
DateApr 2025
Total AUM$375M
Discretionary$369.9M
Non-Disc.$5.1M
Employees4
Clients15
DateMar 2025
Total AUM$375M
Discretionary$369.9M
Non-Disc.$5.1M
Employees4
Clients15
DateAug 2024
Total AUM$291.6M
Discretionary$291.6M
Non-Disc.$0
Employees4
Clients15
DateAug 2024
Total AUM$291.6M
Discretionary$291.6M
Non-Disc.$0
Employees4
Clients15
DateMar 2024
Total AUM$291.6M
Discretionary$291.6M
Non-Disc.$0
Employees4
Clients15
DateSep 2023
Total AUM$260.4M
Discretionary$260.4M
Non-Disc.$0
Employees5
Clients15
DateFeb 2023
Total AUM$260.4M
Discretionary$260.4M
Non-Disc.$0
Employees5
Clients15
DateAug 2022
Total AUM$297.5M
Discretionary$297.5M
Non-Disc.$0
Employees5
Clients15
DateMar 2022
Total AUM$297.5M
Discretionary$297.5M
Non-Disc.$0
Employees5
Clients15
DateJan 2022
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees5
Clients15
DateJan 2022
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees5
Clients15
DateJun 2021
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees5
Clients15
DateMay 2021
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees5
Clients15
DateApr 2021
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees5
Clients15
DateMar 2021
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees5
Clients15
DateOct 2020
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$207.2M
Discretionary$203.1M
Non-Disc.$4.1M
Employees8
Clients0
DateFeb 2017
Total AUM$276M
Discretionary$186M
Non-Disc.$90M
Employees8
Clients300
DateMar 2016
Total AUM$264M
Discretionary$166M
Non-Disc.$98M
Employees8
Clients300
DateFeb 2016
Total AUM$264M
Discretionary$166M
Non-Disc.$98M
Employees8
Clients300
DateMar 2015
Total AUM$246M
Discretionary$160.1M
Non-Disc.$85.9M
Employees8
Clients300
DateMay 2014
Total AUM$227.9M
Discretionary$144.3M
Non-Disc.$83.6M
Employees8
Clients300
DateMar 2014
Total AUM$227.9M
Discretionary$144.3M
Non-Disc.$83.6M
Employees8
Clients300
DateJul 2013
Total AUM$200.4M
Discretionary$101.6M
Non-Disc.$98.8M
Employees8
Clients200
DateMar 2013
Total AUM$200.4M
Discretionary$101.6M
Non-Disc.$98.8M
Employees8
Clients200
DateMar 2012
Total AUM$174.3M
Discretionary$89.3M
Non-Disc.$85M
Employees6
Clients200
DateAug 2011
Total AUM$175.1M
Discretionary$85.6M
Non-Disc.$89.5M
Employees10
Clients--
DateMar 2010
Total AUM$159.8M
Discretionary$72.3M
Non-Disc.$87.5M
Employees10
Clients--
DateFeb 2007
Total AUM$168.3M
Discretionary$106.9M
Non-Disc.$61.4M
Employees10
Clients--
DateJan 2007
Total AUM$168.3M
Discretionary$106.9M
Non-Disc.$61.4M
Employees10
Clients--
DateMar 2006
Total AUM$160M
Discretionary$96.6M
Non-Disc.$63.5M
Employees10
Clients--
DateJun 2004
Total AUM$122.7M
Discretionary$70.8M
Non-Disc.$52M
Employees10
Clients--
DateMar 2002
Total AUM$90M
Discretionary$52M
Non-Disc.$38M
Employees10
Clients--