The Gleason Group, INC.

Public-record details

Address

9418 Norton Commons Boulevard, Suite 100, Prospect, KY 40059

Phone

(502) 882-7300

Listed under

Financial planning, % of assets managed

CRD number

175104

Registration

SEC registered since 2015-05-05

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$1.6 billion

Accounts managed

1,109

Clients reported (Form ADV 5.D)

276

Individual / high-net-worth clients

126 / 136

Employees

11

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-06-15

SEC registered investment adviser, CRD 175104, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 175104 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.