The Gleason Group

What The Gleason Group does

The Gleason Group, Inc. is a privately held, SEC-registered investment advisory firm headquartered at 9418 Norton Commons Blvd in Prospect (Louisville), Kentucky. Founded by Gavin Gleason, CPA, in 2015, the firm delivers financial life management services through an integrated practice that bundles financial planning, wealth management, family office, and lifestyle concierge services. It is owned and operated by the founder family, with Gavin Gleason serving as President & CEO, Andrea Gleason, CPA, as COO, and Carter Gleason as a Wealth Planner; other team members hold CPAs, CFPs, an MBA, and a CPFA, with prior experience at PwC, Merrill Lynch, Mercer, ADP, Humana, UPS, and Cherry Bekaert.

The firm serves U.S. residents in states where it is registered or notice-filed with the SEC, targeting ultra high net worth families through GG Family Office, high net worth individuals, and pre-retirees/retirees. Portfolio construction is anchored by a three-bucket liquidity framework (Emergency, 1-4 year coverage, and long-term growth) and a three-layer equity strategy spanning 500+ U.S. businesses, 3,400+ mid/small/micro-cap companies, and 8,000+ global issuers across 47 countries, with systematic rebalancing based on business performance. Custody and clearing are delivered through Raymond James (primary custodian) and Charles Schwab (secondary custodian), and clients access account information via the Raymond James investor portal.

Revenue is generated through recurring investment advisory fees under a fee-only fiduciary model; billing is annual, and the precise fee schedule is documented in the firm's Form ADV Part 2A Disclosure Brochure available upon written request. The go-to-market motion is enterprise-field-sales-style, relationship-driven client acquisition through referrals, educational content, and scheduled annual reviews, supported by an in-house blog ("Our Thoughts") and social media presence on Twitter, LinkedIn, Facebook, and Pinterest.

Name

The Gleason Group

Legal name

The Gleason Group, Inc.

Website

https://gleason-group.net

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

The Gleason Group is a privately held, SEC-registered investment advisory firm in Louisville, KY, offering financial planning, wealth management, family office, and lifestyle concierge services to ultra high net worth families, high net worth individuals, and pre-retirees across U.S. states where it maintains registrations.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial life planning
• Wealth management services
• Family office advisory
• Retirement planning services
• Investment advisory

Headquarters

HQ city

Prospect

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: SEC registered investment adviser providing personalized investment advisory services. Fee structure disclosed in Form ADV Part 2A available upon written request. Revenue generated through advisory fees for financial planning and wealth management services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

The Gleason Group delivers fee-only financial life planning, wealth management, family office services, and lifestyle concierge services to individuals and families. Advisory is centered on aligning a client's wealth with personal life goals, using a three-bucket portfolio strategy executed via SEC registered investment advisory services and Raymond James/Charles Schwab custodial infrastructure.

Product overview

The Gleason Group is a financial life management firm offering an integrated suite of advisory services centered on aligning financial decisions with life goals. The core offerings include Financial Planning (life-focused advisory), Wealth Management (three-bucket investment strategy), GG Family Office (comprehensive UHNW family office), and Lifestyle Services (logistics and coordination support). Rather than a software platform with modular components, the firm delivers these as interconnected service lines — financial planning informs the investment strategy, which is executed within the family office framework, with lifestyle services supporting day-to-day complexity management. The approach is built on simplicity, transparency, and long-term discipline rather than products or market predictions.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Life Planning Life-focused financial planning service that helps clients align their money with their life goals, priorities, and values rather than reacting to market conditions. Delivered through scheduled consultations and annual review meetings with credentialed advisors.
• Wealth Management Investment management service built around a three-bucket strategy (Bucket 1 for near-term safety and liquidity, Bucket 2 for income and growth, Bucket 3 for long-term growth) using diversified equity portfolios and the Gg Investment Strategy spanning 500+ U.S. businesses, 3,400+ mid/small/micro-cap companies, and 8,000+ companies across 47 countries.
• GG Family Office Comprehensive family office services for ultra high net worth families where The Gleason Group acts as CFO (architect), COO (operations), and CIO (investment guide) while the client serves as CEO, integrating life, investments, taxes, and estate planning into a fully coordinated experience.
• Lifestyle Services Concierge-style services that handle logistics, coordination, and complexity management for wealth clients, allowing them to focus their time and attention on what matters most in their lives.

Quantifiable outcome

• S&P 500 compounded at approximately 15% annually over 6-year period following COVID crash (Feb 2020-Feb 2026), based on client portfolio performance philosophy
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core and secondary.

• Raymond JamescoreOthersPrimary custodian and clearing firm for client assets. Selected for strength, stability, and reputation as a highly-regarded investment firm. Founded 1962, publicly traded since 1983, custodies over $1.8 trillion in client assets. Provides custody, clearing, and institutional infrastructure for TGG client accounts.
• Charles SchwabsecondaryOthersSecondary custodian providing flexibility, powerful resources, and asset protection. Publicly traded since 1987, custodies more than $12 trillion in client assets. Offers TGG clients two world-class custody choices for enhanced service delivery.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Argent Financial Group: Independent, employee-owned RIA providing wealth management, family office, and trust services to HNW families across multiple states. Direct comparability on services, scale, and employee-ownership/founder-controlled model.
• Crewcial Partners: Boutique independent RIA providing fee-only wealth management and family office services to HNW families. Similar size, fee-only positioning, and life-planning orientation as The Gleason Group.
• GenSpring Family Offices: Multi-family office specifically serving UHNW families with concierge lifestyle, investment management, and family governance services. Closest direct comparison to The Gleason Group's GG Family Office offering.
• Mariner Wealth Advisors: Independent RIA with comprehensive family office services for HNW/UHNW families, structured similarly to The Gleason Group but significantly larger. Direct peer across investment advisory, family office, and tax planning service lines.

Broad incumbents

• Brown Brothers Harriman Wealth Management: Private bank and RIA serving UHNW families with investment management, trust, and family office capabilities. Broader incumbent with similar fiduciary approach, far larger balance sheet, and longer history.
• Schwab Wealth Advisory: Custodian-owned advisory service from Charles Schwab offering portfolio management and financial planning to mass-affluent and HNW clients. Direct competitor for referrals and assets, leveraging TGG's own custodian's brand.
• Edelman Financial Engines: Large national RIA with goals-based financial planning and wealth management for HNW households. Broader incumbent offering similar life-planning orientation but at significantly greater scale.
• Merrill Lynch Wealth Management: Wirehouse wealth management division serving HNW and UHNW clients with full-service investment advisory. Competitor for the same client pool that several TGG team members left (notably Gavin Gleason himself).
• Creative Planning: Large independent RIA offering financial planning, wealth management, and family office services nationwide. Broader incumbent with overlapping service lines including tax and estate planning targeting similar HNW client base.

Emerging players

• Sanctuary Wealth: RIA platform partnering with experienced advisors to deliver wealth management and family office services. Similar HNW/UHNW focus but operates as a platform for breakaway wirehouse advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/TheGleasonGroup
• Facebookfacebook.com/gleasongroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Gleason Group