Gleason Group, Inc.
The Gleason Group, Inc. is an SEC-registered investment adviser and wealth manager headquartered in Prospect, KY. Founded in 2015, the firm serves individuals, high net worth individuals, retirement plans, and small businesses with customized investment advisory, portfolio management, and financial planning services. Employing fewer than 25 people, The Gleason Group operates on a fee-only basis, delivering transparent solutions in estate, retirement, and comprehensive financial planning. Their client-centric approach is tailored to address a variety of wealth management needs and provide long-term financial guidance.
Investment Strategy
The Gleason Group, Inc. employs a client-focused, fee-only advisory model, providing investment management and financial planning with transparent, flexible fee structures (AUM-based, hourly, or flat fees). Their approach combines personalized portfolio management for individuals and small businesses, market timing for opportunistic investment, and holistic financial planning (including retirement, estate, and tax planning). The advisor customizes strategies to help clients reach both immediate and long-term financial goals, selecting diversified investment products such as ETFs and mutual funds while actively managing risk and return to suit client needs.
Top Holdings
Equity Positions (186)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 22.18% | $220.9M | 360,660 | $429.57 | $612.38 | +$19.2M |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 13.83% | $137.7M | 419,701 | $243.15 | $328.17 | +$12.6M |
V VXF | VANGUARD EXTENDED MARKET ETF | 12.74% | $126.8M | 605,884 | $165.14 | $209.34 | +$12.9M |
V VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 8.98% | $89.4M | 1,216,619 | $64.99 | $73.46 | +$12.1M |
V VUG | VANGUARD GROWTH ETF | 6.56% | $65.3M | 136,106 | $282.78 | $479.61 | +$3.4M |