DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Graham, Bordelon, Golson & Gilbert, Inc.
Latest filing Mar 9, 2026
First filing on the tape Mar 20, 2012 · 37 filings
SEC status approved since Dec 5, 1985
RAUM
$421M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$416M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$105M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$421M as of Mar 9, 2026
Mar 20, 2012$174M then
HNW client RAUM$344M as of Mar 9, 2026
Mar 16, 2018$151M then
State-registered IARs (5.B.3)4 as of Mar 9, 2026
Mar 20, 20120 then
Employees (5.A)4 as of Mar 9, 2026
Mar 8, 20138 then
Private funds: no history
RAUM +12% over the last fiscal year+17% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 9, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $105MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 50derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +28%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$344M82%
- Individuals$71.6M17%
- Corporations and businesses$3.6M0.9%
- Charitable organizations$1.3M0.3%
- Individual clients
- 87reported
- HNW clients
- 114reported
- Pension plan clients
- n/areported
- Charitable clients
- 3reported
- Accounts
- 349reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- $0 sponsored, $152M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Gary Gordon GrahamChartered Financial Consultant | Monroe, La | Feb 9, 2007 | 43 y | 1 |
| Micheal Bruce Gilbert | Monroe, La | Feb 27, 2007 | 27 y | 1 |
| Jeffrey Key Golson | Monroe, La | Feb 27, 2007 | 37 y | 1 |
| James Clint Rider | Monroe, La | Mar 22, 2011 | 22 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- James Clint Rider from Morgan Keegan & Company, LLCMar 22, 2011 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Bruce Micheal Gilbert · Secretarycontrolsince 07/2011 · owns 25% to 50%
- Key Jeffrey Golson · Presidentcontrolsince 07/2013 · owns 25% to 50%
- Gordon Gary Graham · Ownercontrolsince 01/1986 · owns 10% to 25%
- Clint James Rider · Treasurer, Chief Compliance Officersince 04/2020 · owns 25% to 50%
Related persons
Schedule D 7.A
- Entrust Investment Management LLCinvestment adviseryRAUM $12.7M
Advisers that list Graham, Bordelon, Golson & Gilbert, Inc. as a related person
- 111283 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Monroe, La · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 324 to 349Apr 2, 2025 to Mar 9, 2026
- Corporate clients · 2 to 3Apr 2, 2025 to Mar 9, 2026
- HNW clients · 93 to 114Apr 2, 2025 to Mar 9, 2026
- Individual clients · 64 to 87Apr 2, 2025 to Mar 9, 2026
- Pension plan clients · 1.0 to unsetApr 2, 2025 to Mar 9, 2026
- Discretionary RAUM · $370M to $421MApr 2, 2025 to Mar 9, 2026
- HNW RAUM · $328M to $344MApr 2, 2025 to Mar 9, 2026
- Individual RAUM · $37.0M to $71.6MApr 2, 2025 to Mar 9, 2026
- Non-discretionary RAUM · $5.1M to $0Apr 2, 2025 to Mar 9, 2026
- Pension RAUM · 5102003.0 to unsetApr 2, 2025 to Mar 9, 2026
- RAUM · $375M to $421MApr 2, 2025 to Mar 9, 2026
- Financial planning clients · 11-25 to 11-25Mar 4, 2025 to Apr 2, 2025
- Related adviser · true to falseMar 4, 2025 to Apr 2, 2025
- Accounts · 290 to 324Aug 30, 2024 to Mar 4, 2025
- Charity clients · 2 to 3Aug 30, 2024 to Mar 4, 2025
- Corporate clients · unset to 2.0Aug 30, 2024 to Mar 4, 2025
- HNW clients · 125 to 93Aug 30, 2024 to Mar 4, 2025
- Individual clients · 45 to 64Aug 30, 2024 to Mar 4, 2025
- Pension plan clients · unset to 1.0Aug 30, 2024 to Mar 4, 2025
- Discretionary RAUM · $292M to $370MAug 30, 2024 to Mar 4, 2025
- HNW RAUM · $263M to $328MAug 30, 2024 to Mar 4, 2025
- Individual RAUM · $28.0M to $37.0MAug 30, 2024 to Mar 4, 2025
- Non-discretionary RAUM · $0 to $5.1MAug 30, 2024 to Mar 4, 2025
- Pension RAUM · unset to 5102003.0Aug 30, 2024 to Mar 4, 2025
- RAUM · $292M to $375MAug 30, 2024 to Mar 4, 2025
- Wrap assets (manager) · $93.3M to $152MAug 30, 2024 to Mar 4, 2025
- Advisory employees · 5 to 4Sep 29, 2023 to Mar 7, 2024
- Advisory activities · 4 to 3Sep 29, 2023 to Mar 7, 2024
- Charity clients · 3 to 2Sep 29, 2023 to Mar 7, 2024
- Corporate clients · 3.0 to unsetSep 29, 2023 to Mar 7, 2024
- HNW clients · 54 to 125Sep 29, 2023 to Mar 7, 2024
- Individual clients · 96 to 45Sep 29, 2023 to Mar 7, 2024
- Employees · 5 to 4Sep 29, 2023 to Mar 7, 2024
- Insurance-licensed employees · 5 to 4Sep 29, 2023 to Mar 7, 2024
- State-registered IARs · 5 to 4Sep 29, 2023 to Mar 7, 2024
- Discretionary RAUM · $260M to $292MSep 29, 2023 to Mar 7, 2024
- HNW RAUM · $192M to $263MSep 29, 2023 to Mar 7, 2024
- Individual RAUM · $62.6M to $28.0MSep 29, 2023 to Mar 7, 2024
- RAUM · $260M to $292MSep 29, 2023 to Mar 7, 2024
- Wrap assets (manager) · $84.4M to $93.3MSep 29, 2023 to Mar 7, 2024
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 318-322-7157reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- gbggwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 318-322-7157reportedpublic record, Form ADV, Mar 9, 2026
- Contact form
- gbggwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- gbggwealth.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $105Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026