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THE GARDNER GROUP

DALLAS, TX · CRD 114263 · IAPD ↗ · gardnergrp.com · 214-706-4369

$125.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — THE GARDNER GROUP (DALLAS, TX) is newly SEC-registered with $125.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.