Gardner & Robertson, Inc. (Richmond)

Gardner & Robertson, Inc. is an adviser based in Richmond. It manages $52.95 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Virginia.

Gardner & Robertson provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gardner & Robertson: assets under management

The assets under management (AUM) of Gardner & Robertson, Inc. is $52.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $52.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $389.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gardner & Robertson, Inc. for their services and products based on a percentage of assets under management and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gardner & Robertson, Inc.

Thomas Clifton Robertson has been acting as President since 1 Oct 1997. Charles Harold Gardner joined the executive team most recently as the Retired Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Clifton Robertson	President	1 Oct 1997	50% - 75%	733248
Charles Harold Gardner	Chief financial officer	1 Oct 1997	50% - 75%	2778941
Thomas Clifton Robertson	President and chief compliance officer	1 Mar 2009	50% - 75%	733248
Charles Harold Gardner	Retired owner	1 Mar 2009	50% - 75%	2778941

Based in Richmond

The principal office where Gardner & Robertson, Inc. performs its advisory services is located at 107 South 1 St Street, Richmond, VA 23219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.