{"url":"https://nivawealth.com/firms/great-gable-advisors-297501","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/297501","regulatoryAum":220534897,"crd":"297501","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2437020","suffix":null,"lastName":"NAVAB","firstName":"AMIR","middleName":"NMN"},{"crd":"2742796","suffix":null,"lastName":"SMITH","firstName":"DAMION","middleName":"LENELL"},{"crd":"2228974","suffix":null,"lastName":"SOENENS","firstName":"JACQUES","middleName":"ALAIN"}],"total":3,"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":"2021-03-04","regulatoryAum":132647399,"clients":158,"employees":5,"offices":2},{"filedOn":"2022-05-27","regulatoryAum":136507086,"clients":369,"employees":5,"offices":2},{"filedOn":"2023-03-07","regulatoryAum":108422318,"clients":375,"employees":4,"offices":2},{"filedOn":"2024-03-26","regulatoryAum":135828182,"clients":225,"employees":4,"offices":2},{"filedOn":"2025-03-27","regulatoryAum":189708295,"clients":218,"employees":3,"offices":2},{"filedOn":"2026-03-16","regulatoryAum":220534897,"clients":301,"employees":3,"offices":2}],"secFileNumber":"801-120416","legalName":"Great Gable Advisors, LLC","displayName":"Great Gable Advisors","slug":"great-gable-advisors-297501","website":"https://greatgable.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/great-gable-partners/","founded":"2018","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"315 S. 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Beverly DR Suite 406","city":"Beverly Hills","headquarters":true},{"street":"86 Graham Street","city":"San Francisco"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-986-1116","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":49},{"label":"U.S. government/agency bonds","percent":6},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":2},{"label":"Derivatives","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":17},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":4},{"label":"Cash and cash equivalents","percent":17}],"privateFunds":0},"sources":{"adv1FilingDate":"16 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/297501/PDF/297501.pdf","brochureDate":"16 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019819","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 Great Gable Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Great Gable Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Great Gable Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Great Gable Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Great Gable Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Great Gable Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Great Gable Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Great Gable Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Great Gable Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 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."}