# Gleason Group

Gleason Group is a Bank / Wealth / Trust based in Prospect, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Prospect, United States
- **Region:** North America
- **Address:** Prospect, KY, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** gleason-group.net
- **LinkedIn:** https://www.linkedin.com/company/the-gleason-group

## Regulatory record

- **CRD number:** 175104
- **SEC file number:** 801-96195
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175104

## About

Gleason Group was established in 2015 in Prospect, Kentucky, and has operated since inception as a registered investment advisor. The firm structures its offering around three primary service lines: investment portfolio management, financial planning, and advisory consulting. Its client base spans individuals and families alongside business entities that include pension plans, trusts, and corporations, reflecting a diversified book that blends private wealth and small-institutional relationships from a single location. The firm's investment posture is built on portfolio management and planning rather than direct deal-making or proprietary fund structures. Given its registered investment advisor designation and the absence of publicly disclosed AUM or named portfolio positions, Gleason Group appears to allocate client capital across standard public-market and managed-product channels — mutual funds, ETFs, separately managed accounts, and fixed-income instruments — while maintaining discretion over asset-class mix and manager selection. Gleason Group operates without published headcount figures, additional office locations, or adjacent vehicles such as philanthropic foundations or club-membership networks. No named principals appear in publicly available filings or regulatory records tied to the firm's RIA registration, and the firm has not disclosed total assets under management or cumulative deployment figures. The absence of recent operational announcements — no fund closes, leadership transitions, or strategic partnerships surfaced in the 24 months ending May 2026 — limits the observable scale and trajectory of the firm. What distinguishes Gleason Group structurally is its dual citizenship in the private-wealth and institutional-adjacent worlds from a single-office, non-coastal location. Competing RIAs typically cluster in major financial centers or affiliate with larger aggregator platforms; a Prospect, Kentucky-based independent advisor that serves pension plans and trusts alongside individual families operates in a thin but potentially defensible niche — local institutional relationships that national platforms underserve and local competitors lack the registrations to capture.

## Questions

### What services does Gleason Group provide?

Gleason Group offers three core service lines: investment portfolio management, financial planning, and advisory consulting. The firm serves individuals and families alongside institutional-type clients including pension plans, trusts, and corporations. Its registered investment advisor structure means it operates under a fiduciary standard when managing client assets.

### How is Gleason Group regulated?

Gleason Group operates as a registered investment advisor, which places it under the regulatory oversight of the SEC or state securities regulators depending on its AUM threshold. RIAs are held to a fiduciary standard, meaning the firm is legally obligated to act in its clients' best interests when providing investment advice and managing portfolios.

### Does Gleason Group disclose its assets under management?

Gleason Group has not publicly disclosed its assets under management. Without a reported AUM figure, the firm's scale cannot be independently verified. The absence of disclosure is common among smaller registered investment advisors that fall below SEC reporting thresholds or choose not to publicize their client asset base.

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Last updated: 2026-08-11T02:43:31.692Z

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