Gebhardt Group, Inc

CRD 142903 · Lafayette, CA · $346.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 142903
SEC number: 801-80379
Firm type: RIA
Assets under management: $346.4M as of Mar 12, 2026
Website: www.gebhardtgroupinc.com ↗
Phone: 925-283-9150
Address: 3390 Mt. Diablo Boulevard, Lafayette, CA, 94549

Advisors at this firm

3 in our index · page 1 of 1

James C GebhardtCRD 2737003 · Lafayette, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Matthew David GrishmanCRD 2733954 · Lafayette, CA

IA Registered
Janine KeepermanCRD 4794867 · Lafayette, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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