The Gleason Group, Inc.
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 276
- Avg AUM / client
- $5.8M
- Accounts
- 1,109
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 126 | $46.7M | 2.9% |
| High net worth individuals | 136 | $1.5B | 94.9% |
| Pension and profit sharing plans | 10 | $26.4M | 1.64% |
| Corporations and other businesses | 4 | $8.9M | 0.55% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrea Nicole Gleason | Chief Compliance Officer And Chief Financial Officer | May 2015 (11y) | Less than 5% | |
| Gavin T. Gleason | Chief Executive Officer/President | May 2015 (11y) | 75% or more | |
| Lindsay Marie Manietta | Registered representative | May 2017 (9y) | ||
| Ava Jackie Nivens | Registered representative | CFP | Sep 2019 (7y) | |
| Benjamin Joseph Doninger | Registered representative | CFP | Jul 2022 (4y) | |
| Richard Francis Thieneman | Registered representative | Jan 2026 (1y) |
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) | 06/15/2026 | 902 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
Custody
Reported custodians
- Raymond James $1.6B (98% of AUM) Jun 2026
- TD Ameritrade $1.6M (0% of AUM) Sep 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗