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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Gleason Group have?","answer":"The Gleason Group has 5 investment adviser representatives registered with state securities authorities, out of 11 employees, and 5 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 The Gleason Group invest in?","answer":"At the end of its last fiscal year, The Gleason Group’s separately managed accounts held 66% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs) and 9% cash and equivalents.","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 The Gleason Group?","answer":"The Gleason Group’s direct owners are Gavin Gleason (75% or more), Gavin T. 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