The Gleason Group, INC.
Prospect, KY·SEC-registered · CRD #175104
The Gleason Group, INC. is an SEC-registered investment advisory firm in Prospect, KY managing $1.6B across 1.2k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
1.2k
Advisory staff
5
Fee model
Fee-only
How The Gleason Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about The Gleason Group, INC.
How much does The Gleason Group, INC. manage?
Per its most recent SEC Form ADV filing (06/15/2026), The Gleason Group, INC. reports $1.6B in regulatory assets under management across roughly 1.2k client accounts.
How does The Gleason Group, INC. charge?
The Gleason Group, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Gleason Group, INC. a fiduciary?
Yes. The Gleason Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #175104), 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 The Gleason Group, INC. 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 The Gleason Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Prospect, KY
Profile compiled from The Gleason Group, INC.'s public SEC Form ADV filing (CRD #175104, filed 06/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Gleason Group, INC.. 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 The Gleason Group, INC.? Claim this profile.