# GEBHARDT GROUP, INC

GEBHARDT GROUP, INC of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 142903
- Type: SEC-registered investment adviser
- SEC file number: 801-80379
- Location: 3390 MT. DIABLO BOULEVARD, SUITE 250, LAFAYETTE, CA, 94549
- Phone: 925-283-9150
- Latest filing: 2026-03-12
- Regulatory AUM: $346.4M
- Discretionary AUM: $345.0M
- Non-discretionary AUM: $1.4M
- Clients: 7
- Accounts: 807

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| James C Gebhardt | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Matthew David Grishman | PRINCIPAL AND WEALTH ADVISOR | — |
| GEBHARDT JAMES C | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| GEBHARDT ELIZABETH ANNE | VICE PRESIDENT, SECRETARY | — |
| GRISHMAN MATTHEW DAVID | PRINCIPAL AND WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142903/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142903/similar
- Related entities: https://search.stillhousedata.com/firm/142903/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142903

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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.