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ADV BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gerber Kawasaki use?","answer":"Gerber Kawasaki’s separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $2.89B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gerber Kawasaki have?","answer":"Gerber Kawasaki has 36 investment adviser representatives registered with state securities authorities, out of 59 employees, and 36 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 27 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gerber Kawasaki invest in?","answer":"At the end of its last fiscal year, Gerber Kawasaki’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 4% U.S. government and agency bonds, 4% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Structured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gerber Kawasaki?","answer":"Gerber Kawasaki’s direct owners are Ross Gerber and Danilo Kawasaki, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 7 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gerber Kawasaki get paid?","answer":"Gerber Kawasaki is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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