Graham, Bordelon, Golson & Gilbert, Inc. (Monroe)

Graham, Bordelon, Golson & Gilbert, Inc. is a large advisory firm based in Monroe. It manages $206.11 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Louisiana and Texas.

Graham, Bordelon, Golson & Gilbert provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Graham, Bordelon, Golson & Gilbert: assets under management

The assets under management (AUM) of Graham, Bordelon, Golson & Gilbert, Inc. is $206.11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $206.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $805.13 thousand each.

Graham, Bordelon, Golson & Gilbert has custody of $11.17 million in cash and securities for 18 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 54% of the total AUM. The second-largest asset type is exchange traded securities, which make up 14% of the firm’s portfolio. Investments in state and local bonds form 14% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Graham, Bordelon, Golson & Gilbert, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jeffrey Key Golson serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Jeffrey Key Golson is high net worth individuals with 64 clients and $156.74 million of assets under management. Among the 9 most similar advisory firms, Graham, Bordelon, Golson & Gilbert has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $206.11 million for 141 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Graham, Bordelon, Golson & Gilbert doesn't advise any private funds.

Careers at Graham, Bordelon, Golson & Gilbert, Inc.

The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Graham, Bordelon, Golson & Gilbert, Inc. is owned by Gary Gordon Graham. Jeffrey Key Golson has been acting as President since 1 Jul 2013. Micheal Bruce Gilbert joined the executive team most recently as the Secretary Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Gordon Graham	Owner	1 Jan 1986	Other	1173717
Micheal Bruce Gilbert	Secretary treasurer	1 Jan 2006	25% - 50%	4139413
Jeffrey Key Golson	President/chief compliance officer	1 Jul 2013	50% - 75%	1457878

Based in Monroe

The principal office where Graham, Bordelon, Golson & Gilbert, Inc. performs its advisory services is located at 2401 Tower Drive, Monroe, LA 71201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 318-322-7157 or by fax 318-325-2067. The normal business hours are 8am-12pm & 1pm-5pm on Monday - Friday.