GEBHARDT GROUP, INC
CRD #142903 SEC #801-80379 LAFAYETTE, CA 925-283-9150
SEC Registered
Total AUM
$295.2M
Discretionary
$266.2M
Employees
7
Clients
25
Accounts
762
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $295.2M | $266.2M | $29M | 7 | 0 |
| Mar 2025 | $295.2M | $266.2M | $29M | 7 | 0 |
| May 2024 | $268.9M | $218.1M | $50.8M | 7 | 0 |
| Mar 2024 | $268.9M | $218.1M | $50.8M | 7 | 0 |
| Mar 2023 | $218M | $169.9M | $48.1M | 5 | 0 |
| Oct 2022 | $216.8M | $180M | $36.9M | 5 | 0 |
| Jun 2022 | $216.8M | $180M | $36.9M | 5 | 0 |
| Mar 2022 | $216.8M | $180M | $36.9M | 5 | 0 |
| Nov 2021 | $173.2M | $141M | $32.2M | 5 | 0 |
| Jun 2021 | $173.2M | $141M | $32.2M | 5 | 0 |
| Mar 2021 | $173.2M | $141M | $32.2M | 5 | 0 |
| Jun 2020 | $151.5M | $111.5M | $40M | 5 | 0 |
| Jun 2020 | $151.5M | $111.5M | $40M | 5 | 0 |
| Mar 2020 | $151.5M | $111.5M | $40M | 5 | 0 |
| Aug 2019 | $126.9M | $86.9M | $40M | 5 | 0 |
| Jun 2019 | $126.9M | $86.9M | $40M | 5 | 0 |
| May 2019 | $126.9M | $86.9M | $40M | 5 | 0 |
| Mar 2019 | $126.9M | $86.9M | $40M | 5 | 0 |
| Oct 2018 | $124.4M | $88.2M | $36.2M | 5 | 0 |
| Mar 2018 | $124.4M | $88.2M | $36.2M | 5 | 0 |
| Mar 2017 | $110.5M | $81.9M | $28.5M | 4 | 100 |
| Aug 2016 | $104.3M | $76.6M | $27.6M | 4 | 100 |
| Jun 2016 | $104.3M | $76.6M | $27.6M | 4 | 100 |
| Mar 2016 | $104.3M | $76.6M | $27.6M | 4 | 100 |
| Feb 2015 | $110.3M | $75.9M | $34.4M | 4 | 100 |
| Sep 2014 | $102.3M | $69.9M | $32.4M | 4 | 100 |
| Jun 2012 | $75.5M | $43.3M | $32.2M | 1 | 26 |
| Apr 2012 | $70.8M | $39.9M | $31M | 1 | 26 |
| Mar 2012 | $70.8M | $39.9M | $31M | 1 | 26 |
| Mar 2011 | $74M | $43M | $31M | 5 | -- |
| Mar 2010 | $68M | $31.8M | $36.2M | 5 | -- |
| Mar 2008 | $42M | $42M | $25K | 5 | -- |
| Aug 2007 | $40M | $40M | $23K | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
DateApr 2025
Total AUM$295.2M
Discretionary$266.2M
Non-Disc.$29M
Employees7
Clients0
DateMar 2025
Total AUM$295.2M
Discretionary$266.2M
Non-Disc.$29M
Employees7
Clients0
DateMay 2024
Total AUM$268.9M
Discretionary$218.1M
Non-Disc.$50.8M
Employees7
Clients0
DateMar 2024
Total AUM$268.9M
Discretionary$218.1M
Non-Disc.$50.8M
Employees7
Clients0
DateMar 2023
Total AUM$218M
Discretionary$169.9M
Non-Disc.$48.1M
Employees5
Clients0
DateOct 2022
Total AUM$216.8M
Discretionary$180M
Non-Disc.$36.9M
Employees5
Clients0
DateJun 2022
Total AUM$216.8M
Discretionary$180M
Non-Disc.$36.9M
Employees5
Clients0
DateMar 2022
Total AUM$216.8M
Discretionary$180M
Non-Disc.$36.9M
Employees5
Clients0
DateNov 2021
Total AUM$173.2M
Discretionary$141M
Non-Disc.$32.2M
Employees5
Clients0
DateJun 2021
Total AUM$173.2M
Discretionary$141M
Non-Disc.$32.2M
Employees5
Clients0
DateMar 2021
Total AUM$173.2M
Discretionary$141M
Non-Disc.$32.2M
Employees5
Clients0
DateJun 2020
Total AUM$151.5M
Discretionary$111.5M
Non-Disc.$40M
Employees5
Clients0
DateJun 2020
Total AUM$151.5M
Discretionary$111.5M
Non-Disc.$40M
Employees5
Clients0
DateMar 2020
Total AUM$151.5M
Discretionary$111.5M
Non-Disc.$40M
Employees5
Clients0
DateAug 2019
Total AUM$126.9M
Discretionary$86.9M
Non-Disc.$40M
Employees5
Clients0
DateJun 2019
Total AUM$126.9M
Discretionary$86.9M
Non-Disc.$40M
Employees5
Clients0
DateMay 2019
Total AUM$126.9M
Discretionary$86.9M
Non-Disc.$40M
Employees5
Clients0
DateMar 2019
Total AUM$126.9M
Discretionary$86.9M
Non-Disc.$40M
Employees5
Clients0
DateOct 2018
Total AUM$124.4M
Discretionary$88.2M
Non-Disc.$36.2M
Employees5
Clients0
DateMar 2018
Total AUM$124.4M
Discretionary$88.2M
Non-Disc.$36.2M
Employees5
Clients0
DateMar 2017
Total AUM$110.5M
Discretionary$81.9M
Non-Disc.$28.5M
Employees4
Clients100
DateAug 2016
Total AUM$104.3M
Discretionary$76.6M
Non-Disc.$27.6M
Employees4
Clients100
DateJun 2016
Total AUM$104.3M
Discretionary$76.6M
Non-Disc.$27.6M
Employees4
Clients100
DateMar 2016
Total AUM$104.3M
Discretionary$76.6M
Non-Disc.$27.6M
Employees4
Clients100
DateFeb 2015
Total AUM$110.3M
Discretionary$75.9M
Non-Disc.$34.4M
Employees4
Clients100
DateSep 2014
Total AUM$102.3M
Discretionary$69.9M
Non-Disc.$32.4M
Employees4
Clients100
DateJun 2012
Total AUM$75.5M
Discretionary$43.3M
Non-Disc.$32.2M
Employees1
Clients26
DateApr 2012
Total AUM$70.8M
Discretionary$39.9M
Non-Disc.$31M
Employees1
Clients26
DateMar 2012
Total AUM$70.8M
Discretionary$39.9M
Non-Disc.$31M
Employees1
Clients26
DateMar 2011
Total AUM$74M
Discretionary$43M
Non-Disc.$31M
Employees5
Clients--
DateMar 2010
Total AUM$68M
Discretionary$31.8M
Non-Disc.$36.2M
Employees5
Clients--
DateMar 2008
Total AUM$42M
Discretionary$42M
Non-Disc.$25K
Employees5
Clients--
DateAug 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$23K
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--