Gearhart & Associates
Cincinnati, OH·SEC-registered · CRD #321832
Gearhart & Associates is an SEC-registered investment advisory firm in Cincinnati, OH managing $873M across 2.9k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$873M
Client accounts
2.9k
Advisory staff
4
Fee model
Fee-based
How Gearhart & Associates is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Gearhart & Associates
How much does Gearhart & Associates manage?
Per its most recent SEC Form ADV filing (04/28/2026), Gearhart & Associates reports $873M in regulatory assets under management across roughly 2.9k client accounts.
How does Gearhart & Associates charge?
Gearhart & Associates is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Gearhart & Associates a fiduciary?
Yes. Gearhart & Associates is registered with the U.S. Securities and Exchange Commission (CRD #321832), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Gearhart & Associates taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Gearhart & Associates and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Gearhart & Associates's public SEC Form ADV filing (CRD #321832, filed 04/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Gearhart & Associates. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Gearhart & Associates? Claim this profile.