| As of Date | 02/02/2026 |
| Registration | SEC, Approved, 08/01/1994 |
| ADV Location | FORT WAYNE, IN, United States |
| Contact Info | 260 xxxxxxx |
| Websites |
| AUM* | 929,463,266 47% |
| of that, discretionary | 929,463,266 47% |
| Number of Employees | 15 -12% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 380,928 30% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name GBQ PARTNERS LLC | Filing Date11/21/2025 | Form ADV-E View Report |
| Accounting Firm Name GBQ PARTNERS LLC | Filing Date02/20/2025 | Form ADV-E View Report |
| Accounting Firm Name GBQ PARTNERS, LLC | Filing Date01/29/2024 | Form ADV-E View Report |