G
Gallatin & Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$98,050,936
Total clients
50
52% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$1,961,019
About
Gallatin & Company, LLC provides investment advisory and portfolio management services to individuals, charitable organizations, institutions, trusts, estates, and pension plans. The firm operates as a fee‑only independent adviser and typically sets account acceptance guidelines (customarily not accepting accounts below $100,000 and preferring new clients with at least $500,000).
The firm’s investment approach emphasizes fundamental security analysis and a long‑term total‑return orientation across taxable and tax‑exempt bonds, common and preferred stocks, mutual funds, closed‑end funds, and exchange‑traded funds. Portfolios are individualized rather than model‑based, and the firm both accepts discretionary authority when agreed and provides non‑discretionary recommendations so clients can retain final trading decisions when preferred.
Noteworthy in the brochure is the explicit inclusion of charitable organizations among its client types and the firm’s documented process for delivering non‑discretionary advice, which differs from many peers that primarily provide discretionary management. The brochure also underscores that Gallatin is fee‑only, does not accept commissions or soft‑dollar benefits, provides quarterly portfolio summaries, and adheres to a formal Code of Ethics and CFA Institute standards.
Client services
Portfolio management
Expertise
Wealth management
Fee options
In some instances, predetermined fees rather than AUM percentage fees
Account minimum: $100,000 (customarily not accept new clients below this amount); prefers at least $500,000 Fee-only: Annual fees negotiated case by case, typically 0.0% to 2.0% of assets under management; some clients may pay predetermined fixed fees instead of AUM percentage
Main office location
Gallatin & Company, LLC
2145 14 Th Ave., Suite 15
Vero Beach FL 32960, United States
Number of offices
1
Most active in
Gallatin & Company, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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