Volumetric Advisers Inc
- Regulatory AUM
- $37.6M
- Discretionary
- $37.6M
- Clients
- 4
- Avg AUM / client
- $9.4M
- Accounts
- 4
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $210K | 0.56% |
| Investment companies | 1 | $37.3M | 99.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gibs, Agnes, Susan | Treasurer, Direct Owner | Dec 1983 (43y) | Less than 5% | |
| Jeffrey Michael Gibs | President, Chief Compliance Officer, Direct Owner | Jan 2019 (8y) | 10% – 25% | |
| Alejandro A Aleman | Registered representative | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Agnes S. Gibs Revocable Trust | Trust, Direct Owner | Nov 2021 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ON SEPTEMBER 22, 2021, VOLUMETRIC ENTERED AN ADMINISTRATIVE ORDER WITH THE STATE OF NEW JERSEY IN WHICH IT CONSENTED TO FINDINGS THAT IT SELF-REPORTED A FAILURE TO NOTICE FILE FROM THE INCEPTION OF ITS MUTUAL FUND UNTIL SEPTEMBER 2020. Status: Final Sanction Detail: NONE. Summary: FINAL: VOLUMETRIC HAS SUBMITTED THE REQUIRED STATE FILING AND PAID A $9,850 NOTICE FILING FEE AND AGENT REGISTRATION FEE. A THIRD PARTY VENDOR HAS BEEN ENGAGED TO PREVENT SUCH AN OVERSIGHT FROM REOCCURRING.
Allegations: THE FUND HAS ONE INDIVIDUAL INVESTOR RESIDING IN THE STATE OF NEW MEXICO AS OF APRIL 1, 2002. WHILE THE INVESTOR WAS RESIDING IN NEW MEXICO, DIVIDENDS GENERATED FROM THE FUND AND TO THE INVESTOR WERE INVESTED BACK INTO THE FUND. A NOTICE FILING BY OR ON BEHALF OF THE FUND WAS NOT COMPLETED IN NEW MEXICO FROM APRIL 1, 2002 UNTIL SEPTEMBER 22, 2020. Status: Final Sanction Detail: NONE Summary: FINAL: THE ADVISER PAID A $650 CIVIL PENALTY IN DEC 2020 AND FILED THE REQUIRED NOTICE FILINGS FOR THE FUND WITH STATE ON DEC 15, 2020.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗