Great Gable Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Great Gable Advisors reports 301 clients. They include 236 individual clients and 65 high-net-worth individuals. Of its assets, 100.0% ($221M across 687 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 15% |
| High-net-worth individuals | 22% | 85% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 236 | $33.8M | 15.3% | $143K |
| High-net-worth individuals | 65 | $187M | 84.7% | $2.87M |
| Total | 301 | $221M | 100% | $733K |
- Clients
- 236
- Regulatory AUM
- $33.8M
- AUM share
- 15.3%
- Avg. per client
- $143K
- Clients
- 65
- Regulatory AUM
- $187M
- AUM share
- 84.7%
- Avg. per client
- $2.87M
Total
- Clients
- 301
- Regulatory AUM
- $221M
- AUM share
- 100%
- Avg. per client
- $733K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Great Gable Advisors charges 0.65%–1.25% a year for its Management Fee. The fee is billed in advance and is negotiable.
Fee details and sources
Amir Navab owns 50% to 75% of Great Gable Advisors. It has 3 employees.
Leadership
Jacques SoenensCCO, CEO and Managing Member- Amir NavabWealth Manager
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Great Gable Advisors, LLC
Amir Navab
Control person · since April 2018
- Owns 25% to 50% of Great Gable Advisors, LLC
Great Gables Investments, LLC
Control person · since April 2018
- Owns 75% or more of Great Gables Investments, LLC
Jacques Soenens
Control person · since October 2004
Great Gable Advisors’ regulatory assets grew 1.7× from $133M (March 2021) to $221M (March 2026); clients rose from 158 to 301 and employees fell from 5 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $221M | 301 | 3 | 2 |
| March 2025 | $190M | 218 | 3 | 2 |
| March 2024 | $136M | 225 | 4 | 2 |
| March 2023 | $108M | 375 | 4 | 2 |
| May 2022 | $137M | 369 | 5 | 2 |
| March 2021 | $133M | 158 | 5 | 2 |
Besides its headquarters, Great Gable Advisors has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 315 S. Beverly DR Suite 406, Beverly HillsHQ
- 86 Graham Street, San Francisco
Other business names
Great Gable Advisors has reported 1 other business name to the SEC.
- Great Gable Wealth Management, LLC
Contact and registration details
- Legal name
- Great Gable Advisors, LLC
- Headquarters
- 315 S. Beverly DR Suite 406, Beverly Hills, CA 90212
- Website
- greatgable.com
- Phone
- 415-986-1116
- @great-gable-partners
- SEC file
- 801-120416
- Founded
- 2018
- Structure
- Delaware LLC
- Fiscal year end
- December
Great Gable Advisors uses Charles Schwab ($119M, 56%) and Fidelity ($92.5M, 44%) as custodians for its separately managed accounts. Great Gable Advisors has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $119M56%
- FidelityFidelity Brokerage Services LLC · Boston, MA · $92.5M44%
At year end, Great Gable Advisors’ separately managed accounts were largely in stocks (49%) and funds (21%).
What the accounts hold
- Stocks49%
- Funds21%
- Registered funds17%
- Pooled vehicles4%
- Bonds10%
- U.S. government and agency bonds6%
- State and local bonds2%
- Investment grade corporate bonds2%
- Cash17%
- Other3%
- Derivatives3%
How many clients does Great Gable Advisors have?
Great Gable Advisors has 301 clients and manages $221 million for them, as of March 2026. They include 236 individual clients and 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Great Gable Advisors offer?
Great Gable Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Great Gable Advisors charge?
Great Gable Advisors charges 0.65%–1.25% a year for its Management Fee. The fee is billed in advance and is negotiable.
Source: GREAT GABLE WEALTH ADVISORS FORM ADV PART 2, filed 16 March 2026
Which custodians does Great Gable Advisors use?
Great Gable Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $119M and Fidelity Brokerage Services LLC (Boston, MA), with $92.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Great Gable Advisors have?
Great Gable Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Great Gable Advisors invest in?
At the end of its last fiscal year, Great Gable Advisors’ separately managed accounts held 49% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents, 6% U.S. government and agency bonds, 4% pooled vehicles (private funds and similar), 3% derivatives, 2% state and local bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Great Gable Advisors?
Great Gable Advisors is owned through a holding company by Jacques Soenens. Its direct owners are Amir Navab (50% to 75%) and Great Gables Investments, LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Great Gable Advisors get paid?
Great Gable Advisors is paid through a percentage of assets under management. 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 Great Gable Advisors?
Great Gable Advisors’ main office is at 315 S. Beverly DR Suite 406, Beverly Hills, CA 90212. Its phone number is 415-986-1116. Its website is greatgable.com.