# GBQ Wealth Advisory

GBQ Wealth Advisory is a RIA based in Columbus, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Columbus, United States
- **Region:** North America
- **Address:** Columbus, OH, United States
- **Assets under management:** Undisclosed
- **Website:** gbqwealthadvisory.com

## Regulatory record

- **CRD number:** 324677
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324677

## About

GBQ Wealth Advisory, LLC is a state-registered investment adviser in Columbus, OH. It has 6 employees and 3 investment advisers. The firm is based in Ohio.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Energy Transition & Renewables

## Questions

### How does GBQ Wealth Advisory source proprietary deal flow?

The firm sources deals through the relationships and advisory work of GBQ Partners, which has provided tax and consulting services to midwestern business owners since 1990. Many of these clients later sold their companies and sought reinvestment opportunities; GBQ Wealth Advisory was positioned as a natural capital partner. The firm also co-invests with local family offices and community banks, but does not use fund-of-funds or placement agents (per the firm's services description).

### What sectors does GBQ Wealth Advisory explicitly avoid?

The firm avoids public equities, listed REITs, hedge funds, and venture capital altogether. Its focus is on direct real estate (not publicly traded), private credit, infrastructure, and energy transition assets. Technology and early-stage investments are not part of its mandate (per its investment approach).

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Last updated: 2026-07-06T01:24:17.226Z

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