# GRAHAM, BORDELON, GOLSON & GILBERT, INC.

GRAHAM, BORDELON, GOLSON & GILBERT, INC. of MONROE, LA is an SEC-registered investment adviser.

## Registration

- CRD: 104612
- Type: SEC-registered investment adviser
- SEC file number: 801-25887
- Location: 2401 TOWER DRIVE, MONROE, LA, 71201
- Phone: 318-322-7157
- Latest filing: 2026-03-09
- Regulatory AUM: $420.8M
- Discretionary AUM: $420.8M
- Clients: 4
- Accounts: 349

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Key Golson | PRESIDENT | — |
| Gary Gordon Graham | OWNER | — |
| Micheal Bruce Gilbert | SECRETARY | — |
| James Clint Rider | TREASURER, CHIEF COMPLIANCE OFFICER | — |
| BORDELON RICHARD EDWIN | CHIEF COMPLIANCE OFFICER; VICE-PRESIDENT/SEC TREAS; VP&CHIEF COMPLIANCE OFFICER | — |
| GOLSON JEFFREY KEY | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+2 more) | — |
| GRAHAM GARY GORDON | OWNER; PRESIDENT | — |
| PESNELL GARY L | VICE PRESIDENT | — |
| HANKS WILLIAM B | VICE PRESIDENT | — |
| GILBERT MICHEAL BRUCE | SECRETARY; SECRETARY TREASURER; VICE PRESIDENT | — |
| RIDER JAMES CLINT | TREASURER; TREASURER, CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-12-07 | regulatory | DISCLOSURES NOT SUFFICIENT FOR THE RECEIPT OF 12B-1 FEES AND SHARE CLASS SELECTION. | Final | $50K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104612/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104612/similar
- Related entities: https://search.stillhousedata.com/firm/104612/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104612

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.