# THE GLEASON GROUP, INC.

THE GLEASON GROUP, INC. of PROSPECT, KY is an SEC-registered investment adviser.

## Registration

- CRD: 175104
- Type: SEC-registered investment adviser
- SEC file number: 801-96195
- Location: 9418 NORTON COMMONS BOULEVARD, SUITE 100, PROSPECT, KY, 40059
- Phone: (502) 882-7300
- Latest filing: 2026-06-15
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $38.5M
- Clients: 11
- Accounts: 1,109

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Andrea Nicole Gleason](https://search.stillhousedata.com/person/702042) | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER; TRUSTTEE | — |
| [Gavin T Gleason](https://search.stillhousedata.com/person/702043) | CHIEF EXECUTIVE OFFICER/PRESIDENT | — |
| [BERNSTEIN DANIEL ADAM](https://search.stillhousedata.com/person/767239) | DIRECTOR/CHIEF COMPLIANCE OFFICER; MANAGER/CHIEF COMPLIANCE OFFICER | — |
| [GLEASON ANDREA NICOLE](https://search.stillhousedata.com/person/828729) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| [GLEASON GAVIN T](https://search.stillhousedata.com/person/828730) | CHIEF EXECUTIVE OFFICER/PRESIDENT | — |
| [Gavin T. Gleason](https://search.stillhousedata.com/person/1004193) | CHIEF EXECUTIVE OFFICER/PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175104/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175104/similar
- Related entities: https://search.stillhousedata.com/firm/175104/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175104

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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.