Graham, Bordelon, Golson & Gilbert provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, retirement plan services, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Graham, Bordelon, Golson & Gilbert reports 207 clients. They include 114 high-net-worth individuals, 87 individual clients and 3 charitable organizations. Of its assets, 100.0% ($421M across 349 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $152M. It advised 15 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 17% |
| High-net-worth individuals | 55% | 82% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 87 | $71.6M | 17.0% | $823K |
| High-net-worth individuals | 114 | $344M | 81.8% | $3.02M |
| Charitable organizations | Fewer than 5 | $1.32M | 0.3% | $440K |
| Corporations and other businesses | Fewer than 5 | $3.6M | 0.9% | $1.2M |
| Total | 207 | $421M | 100% | — |
- Clients
- 87
- Regulatory AUM
- $71.6M
- AUM share
- 17.0%
- Avg. per client
- $823K
- Clients
- 114
- Regulatory AUM
- $344M
- AUM share
- 81.8%
- Avg. per client
- $3.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.32M
- AUM share
- 0.3%
- Avg. per client
- $440K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.6M
- AUM share
- 0.9%
- Avg. per client
- $1.2M
Total
- Clients
- 207
- Regulatory AUM
- $421M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 15
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Graham, Bordelon, Golson & Gilbert is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Flat-fee investment supervisory services
- A flat fee quoted in advance, ranging from $250 to $25,000 a year depending on complexity and scope.
- Hourly investment supervisory services
- Billed at an hourly rate of $100 to $350, depending on the complexity of the project.
Jeffrey Golson owns 25% to 50% of Graham, Bordelon, Golson & Gilbert. The leadership team of Graham, Bordelon, Golson & Gilbert includes President Jeffrey Golson and Chief Compliance Officer James Rider. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 4 insurance agents
- Owns 25% to 50% of Graham, Bordelon, Golson & Gilbert, Inc.
Jeffrey Golson
Control person · since July 2013
- Owns 25% to 50% of Graham, Bordelon, Golson & Gilbert, Inc.
Micheal Gilbert
Control person · since July 2011
- Owns 25% to 50% of Graham, Bordelon, Golson & Gilbert, Inc.
James Rider
Control person · since April 2020
- Owns 10% to 25% of Graham, Bordelon, Golson & Gilbert, Inc.
Gary Graham
Control person · since January 1986
Graham, Bordelon, Golson & Gilbert’s regulatory assets grew 1.6× from $266M (June 2021) to $421M (March 2026); clients rose from 157 to 207 and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $421M | 207 | 4 | 1 |
| Apr 2025April 2025 | $375M | 163 | 4 | 1 |
| Mar 2024March 2024 | $292M | 172 | 4 | 1 |
| Feb 2023February 2023 | $260M | 156 | 5 | 1 |
| Mar 2022March 2022 | $298M | 176 | 5 | 1 |
| Jun 2021June 2021 | $266M | 157 | 5 | 1 |
Besides its headquarters, Graham, Bordelon, Golson & Gilbert has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 2401 Tower Drive, MonroeHQ
Contact and registration details
- Legal name
- Graham, Bordelon, Golson & Gilbert, Inc.
- Headquarters
- 2401 Tower Drive, Monroe, LA 71201
- Website
- gbggwealth.com
- Phone
- 318-322-7157
- SEC file
- 801-25887
- Founded
- 1986
- Structure
- Louisiana corporation
- Fiscal year end
- December
Graham, Bordelon, Golson & Gilbert’s named custodian for separately managed accounts is Fidelity ($421M). Graham, Bordelon, Golson & Gilbert has custody of client assets.
- FidelityNational Financial Services · Cincinnati, OH · $421M100%
At year end, Graham, Bordelon, Golson & Gilbert’s separately managed accounts were largely in funds (49%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds49%
- Bonds22%
- State and local bonds12%
- Investment grade corporate bonds9%
- U.S. government and agency bonds1%
- Cash5%
- Other1%
- Cds1%
How many clients does Graham, Bordelon, Golson & Gilbert have?
Graham, Bordelon, Golson & Gilbert has 207 clients and manages $421 million for them, as of March 2026. They include 114 high-net-worth individuals, 87 individual clients and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Graham, Bordelon, Golson & Gilbert offer?
Graham, Bordelon, Golson & Gilbert provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Graham, Bordelon, Golson & Gilbert use?
Graham, Bordelon, Golson & Gilbert’s separately managed account assets are held at National Financial Services (Cincinnati, OH), with $421M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does Graham, Bordelon, Golson & Gilbert have?
Graham, Bordelon, Golson & Gilbert has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 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
What does Graham, Bordelon, Golson & Gilbert invest in?
At the end of its last fiscal year, Graham, Bordelon, Golson & Gilbert’s separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 12% state and local bonds, 9% investment grade corporate bonds, 5% cash and equivalents, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: CDS.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Graham, Bordelon, Golson & Gilbert?
Graham, Bordelon, Golson & Gilbert’s direct owners are Jeffrey Golson, Gary Graham, Micheal Gilbert and James Rider, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Graham, Bordelon, Golson & Gilbert get paid?
Graham, Bordelon, Golson & Gilbert is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Graham, Bordelon, Golson & Gilbert?
Graham, Bordelon, Golson & Gilbert’s main office is at 2401 Tower Drive, Monroe, LA 71201. Its phone number is 318-322-7157. Its website is gbggwealth.com.