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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

CRD 104612

MONROE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:133330b8-e711-7093-a0ad-cc49bee0514c

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Mar 20, 2012 to Mar 9, 2026
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $421MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $421M
Private client RAUM: $416MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 349
Individual clients: 87
High net worth clients: 114
SEC number: 801-25887
CRD: 104612
Filings on the tape: 37
First filed: Mar 20, 2012
Latest filed: Mar 9, 2026
Organised: Corporation, LA
Website: gbggwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GARY GORDON GRAHAM	Chartered Financial Consultant	MONROE, LA	19	43	1	yes
JEFFREY KEY GOLSON	n/a	MONROE, LA	19	37	1	yes
MICHEAL BRUCE GILBERT	n/a	MONROE, LA	19	27	1	yes
JAMES CLINT RIDER	n/a	MONROE, LA	15	22	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GILBERT, MICHEAL, BRUCE	Secretary	C	yes	07/2011	Mar 20, 2012	Aug 30, 2024
GOLSON, JEFFREY, KEY	President	C	yes	07/2013	Mar 20, 2012	Aug 30, 2024
GRAHAM, GARY, GORDON	Owner	B	yes	01/1986	Mar 20, 2012	Aug 30, 2024
RIDER, JAMES, CLINT	TREASURER, CHIEF COMPLIANCE OFFICER	C	no	04/2020	Apr 30, 2020	Aug 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ENTRUST INVESTMENT MANAGEMENT LLC	n/a	Former SEC adviser	$12.7M	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$421M	$421M	4	4	0	n/a	n/a
2024	Apr 2, 2025	$375M	$370M	4	4	0	n/a	n/a
2023	Mar 7, 2024	$292M	$292M	4	4	0	n/a	n/a
2022	Feb 24, 2023	$260M	$260M	5	5	0	n/a	n/a
2021	Mar 8, 2022	$298M	$298M	5	5	0	n/a	n/a
2020	Mar 3, 2021	$266M	$266M	5	5	0	n/a	n/a
2019	Mar 9, 2020	$239M	$239M	5	5	0	n/a	n/a
2018	Mar 12, 2019	$206M	$206M	8	5	0	n/a	n/a
2017	Mar 16, 2018	$207M	$203M	8	5	0	n/a	n/a
2016	Feb 23, 2017	$276M	$186M	8	5	n/a	n/a	n/a
2015	Feb 23, 2016	$264M	$166M	8	6	n/a	n/a	n/a
2014	Mar 10, 2015	$246M	$160M	8	6	n/a	n/a	n/a
2013	Mar 7, 2014	$228M	$144M	8	6	n/a	n/a	n/a
2012	Mar 8, 2013	$200M	$102M	8	6	n/a	n/a	n/a
2011	Mar 20, 2012	$174M	$89.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$421M	$375M	12.2%	$260M	17.3%	4	4	0	0

Relationships

Affiliated with (2)

→ ENTRUST INVESTMENT MANAGEMENT LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← ENTRUST INVESTMENT MANAGEMENT LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (4)

← JAMES CLINT RIDERAdvisorregistration: current employment
Mar 22, 2011 to presentfactForm ADV
← JEFFREY KEY GOLSONAdvisorregistration: current employment
Feb 27, 2007 to presentfactForm ADV
← MICHEAL BRUCE GILBERTAdvisorregistration: current employment
Feb 27, 2007 to presentfactForm ADV
← GARY GORDON GRAHAMAdvisorregistration: current employment
Feb 9, 2007 to presentfactForm ADV

Controls (3)

← GRAHAM, GARY, GORDONOwnerOWNER, ownership code B, individual
Mar 20, 2012 to Aug 30, 2024factForm ADV
← GOLSON, JEFFREY, KEYOwnerPRESIDENT, ownership code C, individual
Mar 20, 2012 to Aug 30, 2024factForm ADV
← GILBERT, MICHEAL, BRUCEOwnerSECRETARY, ownership code C, individual
Mar 20, 2012 to Aug 30, 2024factForm ADV

Owns (1)

← RIDER, JAMES, CLINTOwnerTREASURER, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 30, 2020 to Aug 30, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:133330b8-e711-7093-a0ad-cc49bee0514c
First observed: Mar 20, 2012
Last observed: Mar 9, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

CRD 104612

MONROE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:133330b8-e711-7093-a0ad-cc49bee0514c

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GARY GORDON GRAHAM

Chartered Financial Consultant

MONROE, LA

yes

JEFFREY KEY GOLSON

n/a

MONROE, LA

yes

MICHEAL BRUCE GILBERT

n/a

MONROE, LA

yes

JAMES CLINT RIDER

n/a

MONROE, LA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GILBERT, MICHEAL, BRUCE

Secretary

yes

07/2011

Mar 20, 2012

Aug 30, 2024

GOLSON, JEFFREY, KEY

President

yes

07/2013

Mar 20, 2012

Aug 30, 2024

GRAHAM, GARY, GORDON

Owner

yes

01/1986

Mar 20, 2012

Aug 30, 2024

RIDER, JAMES, CLINT

TREASURER, CHIEF COMPLIANCE OFFICER

04/2020

Apr 30, 2020

Aug 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ENTRUST INVESTMENT MANAGEMENT LLC

n/a

Former SEC adviser

$12.7M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$421M

n/a

2024

Apr 2, 2025

$375M

$370M

n/a

2023

Mar 7, 2024

$292M

n/a

2022

Feb 24, 2023

$260M

n/a

2021

Mar 8, 2022

$298M

n/a

2020

Mar 3, 2021

$266M

n/a

2019

Mar 9, 2020

$239M

n/a

2018

Mar 12, 2019

$206M

n/a

2017

Mar 16, 2018

$207M

$203M

n/a

2016

Feb 23, 2017

$276M

$186M

n/a

2015

Feb 23, 2016

$264M

$166M

n/a

2014

Mar 10, 2015

$246M

$160M

n/a

2013

Mar 7, 2014

$228M

$144M

n/a

2012

Mar 8, 2013

$200M

$102M

n/a

2011

Mar 20, 2012

$174M

$89.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$421M

$375M

12.2%

$260M

17.3%