SEC-registered wealth management firm Broker-dealer affiliated
G. A. Repple & Company
As of its Form ADV filed March 30, 2026, G. A. Repple & Company, an SEC-registered, broker-dealer affiliated wealth management firm in Casselberry, Florida, reported $716.3 million in regulatory assets under management across 3,207 accounts, ranking #119 among all wealth firms in Florida by assets.
Registration
- Main office
- Casselberry, FL
- Registration
- SEC-registered, Approved
- CRD number
- 17486
- SEC file number
- 801-63426
- Registered since
- September 16, 2004
- Latest Form ADV filing
- March 30, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 20
Key figures
- Regulatory assets under management
- $716.3 million
- Discretionary
- $692.4 million (96.7%)
- Non-discretionary
- $23.9 million
- Accounts
- 3,207 (3,099 discretionary)
- Clients
- 3,207, approximate as reported
- Employees
- 53
- Advisory staff
- 39 performing investment advisory functions
- Average account
- $223,341
- Asset growth, 1 year
- 16.5% (from $614.7 million a year earlier)
- Asset growth, 3-year annual rate
- 9.3% (from $548.0 million three years earlier)
- Asset growth, 5-year annual rate
- 12.8% (from $391.3 million five years earlier)
- Client growth, 1 year
- -8.0% (from 3,487)
Broker-dealer affiliated. The firm is itself a broker-dealer as well as an investment adviser (Form ADV Item 6.A(1)). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $485.4 million |
| October 3, 2011 | $183.0 million |
| October 1, 2012 | $174.0 million |
| October 1, 2013 | $159.8 million |
| October 1, 2014 | $155.4 million |
| October 1, 2015 | $221.4 million |
| October 3, 2016 | $207.9 million |
| October 2, 2017 | $228.5 million |
| October 1, 2018 | $263.2 million |
| October 1, 2019 | $252.9 million |
| October 1, 2020 | $260.2 million |
| October 4, 2021 | $391.3 million |
| October 3, 2022 | $539.9 million |
| October 5, 2023 | $548.0 million |
| October 1, 2024 | $612.9 million |
| September 2, 2025 | $614.7 million |
| October 2, 2026 | $716.3 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 3,139 clients | $684.2 million | |
| Corporations or other businesses 28 clients | $26.5 million | |
| Pension and profit sharing plans 40 clients | $5.6 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Commissions
- Other
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars or workshops
Financial planning clients (Item 5.H): 26-50.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Broker-dealer
- Insurance broker or agent
- Accountant or accounting firm
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Accountant or accounting firm
- Insurance company or agency
- Pension consultant
- Real estate broker, dealer or agent
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 35
- Also registered through a broker-dealer
- 31
- Employees who are IARs (Form ADV 5.B(3))
- 39
Designations held by the firm's IARs: CFP 6, ChFC 4.
Between 30 and 35 of the firm's 35 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 10 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Florida
| Firm | City | RAUM |
|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | $722.8 million |
| Materetsky Financial Group | Boynton Beach | $720.8 million |
| Saaga | Miami | $717.5 million |
| Rogan & Associates | Safety Harbor | $709.6 million |
| Morangie Management LLC | Vero Beach | $706.0 million |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- G. A. Repple & Company on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.garepple.com
- Wealth management firms in Florida
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.