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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GEBHARDT, ELIZABETH, ANNE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| GEBHARDT, ELIZABETH, ANNE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| GEBHARDT, ELIZABETH, ANNE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| GEBHARDT, ELIZABETH, ANNE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| GEBHARDT, ELIZABETH, ANNE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| GEBHARDT, ELIZABETH, ANNE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| GEBHARDT, ELIZABETH, ANNE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| GEBHARDT, ELIZABETH, ANNE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| GEBHARDT, ELIZABETH, ANNE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GEBHARDT, JAMES, C | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
| GRISHMAN, MATTHEW, DAVID | I | PRINCIPAL AND WEALTH ADVISOR | C | Control |
Registrations
Federal
IA
Apr 11, 2025 REGISTERED
Notice Filings (8)
AZ CA MO NJ NV NY TX WA
Address
3390 MT. DIABLO BOULEVARDSUITE 250
LAFAYETTE, CA 94549
United States
Phone: 925-283-9150