# GALLATIN & COMPANY, LLC

GALLATIN & COMPANY, LLC of VERO BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 111984
- Type: SEC-registered investment adviser
- SEC file number: 801-60165
- Location: 2145 14TH AVE., SUITE 15, VERO BEACH, FL, 32960
- Phone: 772-231-9607
- Latest filing: 2026-02-26
- Regulatory AUM: $98.1M
- Discretionary AUM: $26.7M
- Non-discretionary AUM: $71.4M
- Clients: 1
- Accounts: 53

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Russell Williams Twiss | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TWISS DONALD LIDDELL | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| PARSONS JAMES DANA | VICE PRESIDENT | — |
| TWISS RUSSELL WILLIAMS | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111984/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111984/similar
- Related entities: https://search.stillhousedata.com/firm/111984/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111984

---

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.