GERBER/TAYLOR MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $11.42B |
| Discretionary | $10.86B95% of AUM |
| Non-Discretionary | $558.7M |
| Client Accounts | 158 |
| Avg Account Size | $72.3M |
| Employees | 40 |
| Peak AUM | $11.42BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $11.4B | +6.4% | +7.4% | +10.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $11.42B |
| Discretionary | $10.86B |
| Employees | 40 |
| Client Accounts | 158 |
Contact & Location
Address
40 SOUTH MAIN STREET
MEMPHIS TN 38103
Phone
901-526-9750
Filing History
41 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$10.9B
95.1% of AUM
Non-Discretionary
$559M
4.9% of AUM
Disc. mix ▼ 0.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported