Gerber Kawasaki, Inc.
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 153649
· SEC file 801-79339
· Santa Monica, CA
· www.instagram.com
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ADV data as of Jul 07, 2026
- Regulatory AUM
- $4.1B
- Discretionary
- $3.9B
- Clients
- 9,624
- Avg AUM / client
- $427K
- Accounts
- 20,094
- Employees
- 59
AUM over time
$122M
$4.1B
Dec 2013
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8,719 | $2.2B | 53.2% |
| High net worth individuals | 706 | $1.8B | 44.3% |
| Investment companies | 1 | $4.2M | 0.1% |
| Pension and profit sharing plans | 37 | $17.8M | 0.43% |
| Charitable organizations | 51 | $12.0M | 0.29% |
| State or municipal government entities | 6 | $4.5M | 0.11% |
| Corporations and other businesses | 104 | $63.7M | 1.55% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Buddha Jones, Llc 401(k) Plan Buddha Jones, Llc | 2024 |
People (39)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Danilo Kawasaki | Vice President/Chief Compliance Officer | CFP | May 2010 (16y) | 25% – 50% |
| Ross Matthew Gerber | President/Chief Executive Officer | May 2010 (16y) | 25% – 50% | |
| Hatem Ben Dhiab | Registered representative | CFP | Jul 2010 (16y) | |
| Matthew Iantosca | Registered representative | CFP | Jul 2010 (16y) | |
| Zachary Vincent Bainter | Registered representative | CFP | Jul 2010 (16y) | |
| Eyal Maier Shmilovich | Registered representative | Jan 2011 (16y) | ||
| Francine S Lai | Registered representative | CFP | Jan 2011 (16y) | |
| Elijah Jerome Souza | Registered representative | CFP | Jul 2011 (15y) | |
| Robert Carl Castillo | Registered representative | CFP | Sep 2011 (15y) | |
| Bryan Anthony Miranda | Registered representative | Jan 2013 (14y) | ||
| Benjamin Thomas Dunbar | Registered representative | CFP | May 2015 (11y) | |
| Nicholas Nathan Licouris | Registered representative | CFP | Aug 2015 (11y) | |
| Kaytlin Marie Hall | Registered representative | Feb 2016 (11y) | ||
| Brett Thomas Sifling | Registered representative | Jan 2018 (9y) | ||
| Michael Adam Baker | Registered representative | Jan 2018 (9y) | ||
| Ziad Hijazi | Registered representative | Oct 2019 (7y) | ||
| Kyle Clark | Registered representative | Dec 2019 (7y) | ||
| Nicholas Paul Anduze | Registered representative | Dec 2019 (7y) | ||
| Sage Michael Casaga | Registered representative | Jun 2020 (6y) | ||
| Daniel L. Mezzera | Registered representative | Apr 2021 (5y) | ||
| Shawn Fernando Da Cruz | Registered representative | Jun 2021 (5y) | ||
| Robert Lewis | Registered representative | Jun 2021 (5y) | ||
| Julie Vuong | Registered representative | Aug 2021 (5y) | ||
| Steven Evensen | Registered representative | CFP | Nov 2021 (5y) | |
| Mia Elena Samson | Registered representative | Jan 2022 (5y) | ||
| Saleem Jimmy Bisharat | Registered representative | Sep 2022 (4y) | ||
| Michael Gilman | Registered representative | Jan 2023 (4y) | ||
| Jeff J. Kim | Registered representative | CFP | Aug 2023 (3y) | |
| Benjamin Arthur Rosbach | Registered representative | Nov 2024 (2y) | ||
| Xiaoxiao Bi | Registered representative | Jan 2025 (2y) | ||
| Evan Malcolm Rice | Registered representative | Jan 2025 (2y) | ||
| Robert Paul Vetti | Registered representative | CFP | May 2025 (1y) | |
| Ryan Gomez | Registered representative | CFP | Jun 2025 (1y) | |
| Brogan Gerald Mooney | Registered representative | Aug 2025 (1y) | ||
| Daniel Pascal Kutsch | Registered representative | Sep 2025 (1y) | ||
| Ashley Danielle Guapo | Registered representative | Feb 2026 (0y) | ||
| Chase Mc Cormick | Registered representative | Mar 2026 (0y) | ||
| Brendan Jung | Registered representative | CFP | May 2026 (0y) | |
| Benedict John Mc Grath | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 50% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Buddha Jones, Llc 401(k) Plan | Buddha Jones, Llc | 99 | $6.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • THIRD-PARTY ADVISORY FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $2.9B (70% of AUM) Jul 2026
- Charles Schwab & Co. $71.4M (3% of AUM) Dec 2023
- Gemini Trust Company $6.7M (0% of AUM) Dec 2023
- Vontobel Securities Ag $1.4M (0% of AUM) Dec 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗