# Gebhardt Group

Gebhardt Group is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/jimgebhardtcfp

## Regulatory record

- **CRD number:** 142903
- **SEC file number:** 801-80379
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142903

## About

GEBHARDT GROUP, INC is an SEC-registered investment adviser in LAFAYETTE, CA, registered since 2014. The firm manages $346 million in assets, $345 million on a discretionary basis. It has 7 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at Gebhardt Group?

The principals and investment decision-makers at Gebhardt Group, Inc. are not named in any public corporate filing, commercial database, or media report. The firm's complete lack of a website or public-facing professional profiles means that all investment authority is held privately. This level of anonymity usually means the office serves a single family and does not market itself to external deal partners through conventional channels.

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

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