{"url":"https://nivawealth.com/firms/graham-bordelon-golson-and-gilbert-104612","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104612","regulatoryAum":420819606,"crd":"104612","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4139413","suffix":null,"lastName":"GILBERT","firstName":"MICHEAL","middleName":"BRUCE"},{"crd":"1457878","suffix":null,"lastName":"GOLSON","firstName":"JEFFREY","middleName":"KEY"},{"crd":"1173717","suffix":null,"lastName":"GRAHAM","firstName":"GARY","middleName":"GORDON"},{"crd":"4758500","suffix":null,"lastName":"RIDER","firstName":"JAMES","middleName":"CLINT"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-24","regulatoryAum":265580759,"clients":157,"employees":5,"offices":1},{"filedOn":"2022-03-08","regulatoryAum":297543253,"clients":176,"employees":5,"offices":1},{"filedOn":"2023-02-24","regulatoryAum":260440490,"clients":156,"employees":5,"offices":1},{"filedOn":"2024-03-07","regulatoryAum":291646467,"clients":172,"employees":4,"offices":1},{"filedOn":"2025-04-02","regulatoryAum":375002796,"clients":163,"employees":4,"offices":1},{"filedOn":"2026-03-09","regulatoryAum":420819606,"clients":207,"employees":4,"offices":1}],"secFileNumber":"801-25887","legalName":"Graham, Bordelon, Golson & Gilbert, Inc.","displayName":"Graham, Bordelon, Golson & Gilbert","slug":"graham-bordelon-golson-and-gilbert-104612","website":"https://gbggwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1986","organization":"Louisiana corporation","fiscalYearEnd":"December","headquarters":{"street":"2401 Tower Drive","city":"Monroe","state":"LA","stateName":"Louisiana","country":"United States","postalCode":"71201"},"tradeNames":[],"registration":{"secApproved":"5 December 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scope.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015874","versionId":1015874,"submittedOn":"2026-03-09","documentName":"GRAHAM, BORDELON, GOLSON & GILBERT, INC. 2A"},{"role":"other","program":"Hourly investment supervisory services","summary":"Billed at an hourly rate of $100 to $350, depending on the complexity of the project.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015874","versionId":1015874,"submittedOn":"2026-03-09","documentName":"GRAHAM, BORDELON, GOLSON & GILBERT, INC. 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T08:06:34.215583+00:00","documents":[{"name":"GRAHAM, BORDELON, GOLSON & GILBERT, INC. 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015874","versionId":1015874,"submittedOn":"2026-03-09"}]},"custodians":[{"name":"National Financial Services","shortName":"Fidelity","location":"Cincinnati, OH","smaAssets":420819606}],"custodyNote":"Graham, Bordelon, Golson & Gilbert has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jeffrey Golson","title":"President","crd":"1457878"},{"name":"James Rider","title":"Treasurer, Chief Compliance Officer","crd":"4758500"},{"name":"Micheal Gilbert","title":"Secretary","crd":"4139413"},{"name":"Gary Graham","title":"Owner","crd":"1173717"}],"ownership":[{"label":"Jeffrey Golson","detail":"President in the 25% to 50% ownership band and a control person, since July 2013."},{"label":"Gary Graham","detail":"Owner in the 10% to 25% ownership band and a control person, since January 1986."},{"label":"Micheal Gilbert","detail":"Secretary in the 25% to 50% ownership band and a control person, since July 2011."},{"label":"James Rider","detail":"Treasurer, chief compliance officer in the 25% to 50% ownership band and a control person, since April 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Louisiana","offices":1,"addresses":[{"street":"2401 Tower Drive","city":"Monroe","headquarters":true}]}],"brochureServices":["insurance","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"318-322-7157","stateRegisteredReps":4,"otherAdviserReps":4,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":23},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":12},{"label":"Investment grade corporate bonds","percent":9},{"label":"Securities issued by registered investment companies or business development companies","percent":49},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":1,"detail":"CDS"}],"privateFunds":0},"sources":{"adv1FilingDate":"9 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/104612/PDF/104612.pdf","brochureDate":"9 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015874","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Graham, Bordelon, Golson & Gilbert have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Graham, Bordelon, Golson & Gilbert offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Graham, Bordelon, Golson & Gilbert use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Graham, Bordelon, Golson & Gilbert have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Graham, Bordelon, Golson & Gilbert invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Graham, Bordelon, Golson & Gilbert?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Graham, Bordelon, Golson & Gilbert get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Graham, Bordelon, Golson & Gilbert?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}