THE GLEASON GROUP, INC.
CRD #175104 SEC #801-96195 PROSPECT, KY (502) 882-7300
SEC Registered
Total AUM
$973.9M
Discretionary
$934.4M
Employees
9
Clients
251
Accounts
1,023
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $973.9M | $934.4M | $39.5M | 9 | 0 |
| Aug 2024 | $785.4M | $758.9M | $26.6M | 9 | 0 |
| Mar 2024 | $785.4M | $758.9M | $26.6M | 9 | 0 |
| Sep 2023 | $615.8M | $599.1M | $16.7M | 9 | 0 |
| Mar 2023 | $615.8M | $599.1M | $16.7M | 9 | 0 |
| Mar 2022 | $797.2M | $740M | $57.2M | 9 | 0 |
| Mar 2021 | $489.3M | $439.9M | $49.3M | 9 | 0 |
| Jul 2020 | $359.7M | $319.7M | $40M | 7 | 0 |
| Jun 2020 | $359.7M | $319.7M | $40M | 7 | 0 |
| Mar 2020 | $359.7M | $319.7M | $40M | 7 | 0 |
| Mar 2019 | $266.4M | $235.5M | $30.9M | 7 | 0 |
| Dec 2018 | $235.3M | $235.3M | $0 | 7 | 0 |
| Jul 2018 | $235.3M | $235.3M | $0 | 7 | 0 |
| Mar 2018 | $235.3M | $235.3M | $0 | 7 | 0 |
| May 2017 | $194.8M | $141M | $53.8M | 4 | 200 |
| Mar 2017 | $194.8M | $141M | $53.8M | 4 | 200 |
| Mar 2017 | $194.8M | $141M | $53.8M | 4 | 200 |
| Feb 2017 | $194.8M | $141M | $53.8M | 4 | 200 |
| Feb 2017 | $194.8M | $141M | $53.8M | 4 | 200 |
| Nov 2016 | $100.7M | $100.7M | $0 | 4 | 150 |
| Jan 2016 | $100.7M | $100.7M | $0 | 4 | 150 |
| Dec 2015 | $101M | $101M | $0 | 4 | 200 |
| Aug 2015 | $101M | $101M | $0 | 4 | 200 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| Apr 2015 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$973.9M
Discretionary$934.4M
Non-Disc.$39.5M
Employees9
Clients0
DateAug 2024
Total AUM$785.4M
Discretionary$758.9M
Non-Disc.$26.6M
Employees9
Clients0
DateMar 2024
Total AUM$785.4M
Discretionary$758.9M
Non-Disc.$26.6M
Employees9
Clients0
DateSep 2023
Total AUM$615.8M
Discretionary$599.1M
Non-Disc.$16.7M
Employees9
Clients0
DateMar 2023
Total AUM$615.8M
Discretionary$599.1M
Non-Disc.$16.7M
Employees9
Clients0
DateMar 2022
Total AUM$797.2M
Discretionary$740M
Non-Disc.$57.2M
Employees9
Clients0
DateMar 2021
Total AUM$489.3M
Discretionary$439.9M
Non-Disc.$49.3M
Employees9
Clients0
DateJul 2020
Total AUM$359.7M
Discretionary$319.7M
Non-Disc.$40M
Employees7
Clients0
DateJun 2020
Total AUM$359.7M
Discretionary$319.7M
Non-Disc.$40M
Employees7
Clients0
DateMar 2020
Total AUM$359.7M
Discretionary$319.7M
Non-Disc.$40M
Employees7
Clients0
DateMar 2019
Total AUM$266.4M
Discretionary$235.5M
Non-Disc.$30.9M
Employees7
Clients0
DateDec 2018
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2017
Total AUM$194.8M
Discretionary$141M
Non-Disc.$53.8M
Employees4
Clients200
DateMar 2017
Total AUM$194.8M
Discretionary$141M
Non-Disc.$53.8M
Employees4
Clients200
DateMar 2017
Total AUM$194.8M
Discretionary$141M
Non-Disc.$53.8M
Employees4
Clients200
DateFeb 2017
Total AUM$194.8M
Discretionary$141M
Non-Disc.$53.8M
Employees4
Clients200
DateFeb 2017
Total AUM$194.8M
Discretionary$141M
Non-Disc.$53.8M
Employees4
Clients200
DateNov 2016
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees4
Clients150
DateJan 2016
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees4
Clients150
DateDec 2015
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees4
Clients200
DateAug 2015
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees4
Clients200
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0