Gerber, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 120039
- Registered since
- January 25, 2008
- Website
- gerberclarity.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.12%
- Individuals2.52%
- Corporations / Businesses1.35%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Gerber, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2008. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage of assets under management and fixed fees. Gerber is owned by an individual and does not present itself as a third‑party capital allocator or as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities35%
- US Government Bonds4%
- Private Funds4%
- Other2%
Owners & executives
1 of 1
Erik Roemer
Chief Compliance OfficerCRD 2049954
Contacts
3 of 3
Azeem Abdul Haqq
Registered RepresentativeCRD 2587685
Kathryn Wilson
Registered RepresentativeCRD 6366406
Randall Gerber
Owner / ProprietorCRD 2124731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$161M in ETFs
39%
$62.6M
61%
$98.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS DEFINED RISK ETF (DRSK) | Aptus Capital Advisors | Active | Short Term Bond | $38.3M | 1,330,602 | 23.76% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 580 N 4th St
- Time zone
- ET (UTC-5)
- Office locations
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