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Gerber/Taylor Management

SEC-registered adviser since 1999Memphis, TNCRD 109319

$11.4B
AUM
95
Clients
See fees
Fee
19
Advisory staff

From Form ADV filed 1 July 2026 · data retrieved 15 October 2026SEC record

Gerber/Taylor Management is an investment adviser headquartered in Memphis, Tennessee, and registered with the SEC since 1999. Its clients include pooled investment vehicles, corporations and other businesses, and charitable organizations. High-net-worth individuals account for 1% of its regulatory assets under management.

Its services include portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. Gerber/Taylor Capital Advisors LP owns 75% or more of Gerber/Taylor Management.

Clients

Gerber/Taylor Management serves 95 clients, 15 of them high-net-worth individuals. The average client has about $120 million with the firm, and high-net-worth clients hold 1% of its $11.4 billion in assets.

Regulatory assets by client type
  • Pooled investment vehicles38 clients94%
  • Corporations and other businesses20 clients2%
  • OtherHigh-net-worth individuals, Charitable organizations, Other investment advisers, Insurance companies4%
Show client breakdown
High-net-worth individuals
Clients
15
Regulatory AUM
$80,176,627
Share
0.7%
Avg. per client
$5.35M
Pooled investment vehicles
Clients
38
Regulatory AUM
$10,684,707,903
Share
93.6%
Avg. per client
$281.2M
Charitable organizations
Clients
22
Regulatory AUM
$199,851,644
Share
1.8%
Avg. per client
$9.08M
Other investment advisers
Clients
Not reported
Regulatory AUM
$96,760,724
Share
0.8%
Avg. per client
—
Insurance companies
Clients
Not reported
Regulatory AUM
$79,517,637
Share
0.7%
Avg. per client
—
Corporations and other businesses
Clients
20
Regulatory AUM
$278,714,497
Share
2.4%
Avg. per client
$13.9M

Total

Clients
95
Regulatory AUM
$11,419,729,032
Share
100%
Avg. per client
$120.2M

What it does

Gerber/Taylor Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, fixed fees and performance-based fees.

Gerber/Taylor Management advises 38 private funds.

95.1% of assets ($10.86B across 43 accounts) are managed with discretion; $558.7M across 115 accounts are not. 3% of clients are outside the U.S., and 26 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks47%
  • Funds45%
  • Bonds6%
    • U.S. government and agency bonds3%
    • State and local bonds2%
    • Investment grade corporate bonds1%
  • Cash2%

Custodians

Gerber/Taylor Management’s client accounts are held mainly at Charles Schwab, with 1% of managed assets. Gerber/Taylor Management has custody of $10.27B for 41 clients.

Managed account assets by custodian
  • Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $57.3M1%
  • All other custodians$11.36B99%

Ownership and leadership

Gerber/Taylor Capital Advisors LP owns 75% or more of Gerber/Taylor Management.

Who owns the firm
Gerber/Taylor Management LLC· the adviser

  • Gerber/Taylor Capital Advisors LP

    Control person · since January 1998

    Owns 75% or more of Gerber/Taylor Management LLC

Leadership

  • Michael Douglass
    President
  • Mary Cornpropst
    Chief Financial Officer of the Management Company
  • Simone Meeks
    Chief Financial Officer of the Private Funds
  • Justin Rikard
    Chief Operating Officer
  • Darren Kearns
    Chief Compliance Officer
  • Ryan Gibbs
    Director of Due Dilligence

Staff

  • 40 employees
  • 19 in advisory functions
  • 1 state-registered rep
  • 1 soliciting firm

Fees

Gerber/Taylor Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Gerber/Taylor Management has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

Tennessee · 1 listed address

  • 40 South Main Street, Suite 1900, MemphisHQ

Other business names

Gerber/Taylor Management has reported 1 other business name to the SEC.

  • Gerber Taylor

Registration details

Legal name
Gerber/Taylor Management LLC
Headquarters
40 South Main Street, Suite 1900, Memphis, TN 38103
Phone
901-526-9750
Website
www.gerbertaylor.com
SEC file
801-56698
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Gerber/Taylor Management have?

Gerber/Taylor Management has 95 clients and manages $11.4 billion for them, as of July 2026. They include 38 pooled investment vehicles, 22 charitable organizations and 20 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026

What services does Gerber/Taylor Management offer?

Gerber/Taylor Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Gerber/Taylor Management use?

Gerber/Taylor Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $57,348,989. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026

How many financial advisors does Gerber/Taylor Management have?

Gerber/Taylor Management has 1 investment adviser representatives registered with state securities authorities, out of 40 employees, and 19 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Gerber/Taylor Management invest in?

At the end of its last fiscal year, Gerber/Taylor Management’s separately managed accounts held 47% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 2% state and local bonds, 2% cash and equivalents and 1% investment grade corporate bonds. It advises 38 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Gerber/Taylor Management?

Gerber/Taylor Management’s direct owner is Gerber/Taylor Capital Advisors LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026

How does Gerber/Taylor Management get paid?

Gerber/Taylor Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 1 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 109319.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Gerber/Taylor Management LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.