Gretchen Stangier, Inc.
- Regulatory AUM
- $300M
- Discretionary
- $300M
- Clients
- 496
- Avg AUM / client
- $606K
- Accounts
- 1,512
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jan 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 395 | $113M | 37.6% |
| High net worth individuals | 101 | $186M | 62.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.0M | 0.34% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gretchen Stangier | President | CFP | Apr 2014 (12y) | Less than 5% |
| Carol Lynn Young | Trustee | May 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gretchen Stangier Revocable Trust | Owner | Jan 2021 | A | 75% or more |
Undisclosed: 0% – 25% 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) | 01/07/2026 | 897 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Axos Clearing $296M (98% of AUM) Jan 2026
- E*TRADE (Morgan Stanley) $179M (97% of AUM) Feb 2021
- Trust Company Of America $172M (100% of AUM) Sep 2018
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: Jan 07, 2026.
View current Form ADV (SEC/IAPD) ↗