G. A. Repple & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$684,200,344
Clients
3,139
Advisors
35
across 20 offices
About
G. A. Repple & Company provides investment advisory and financial planning services to a mix of retail individuals (the majority are not high‑net‑worth), employer‑sponsored retirement plans, trusts, estates, and corporate entities. The firm offers discretionary and non‑discretionary portfolio management, access to third‑party asset managers, retirement plan advisory, and financial planning and education services.
Advisory Representatives develop individualized plans and employ a variety of analytical approaches — including fundamental, technical, quantitative and qualitative analysis — to construct portfolios aligned with clients’ goals and risk tolerances. The firm offers both wrap and non‑wrap programs, multiple separately managed account options, and model strategies including an ETF‑focused program and a Biblically‑Responsible Investing (BRI) model.
The brochure highlights features that differentiate GAR from many peers: it operates as a broker/dealer and licensed insurance agency so representatives may implement advice in either fee‑based or commission capacities and the firm discloses receipt of 12b‑1 and other revenue‑sharing payments. The firm also documents an SEC consent order in September 2024 addressing shortcomings in disclosure and share‑class selection (resulting in remediation and payment of $549,689), notes family ownership and use of DBA names by advisors, and records a 2024 change in its accounting firm to Ohab & Company.
Client services
Expertise
Fee options
Fixed fees for financial planning generally range from $150 to $5,000 per plan
$0+: 0.25% to 2.00% (Direct Asset Management Wrap Fee Option varies by account and program) $0+: 0.25% to 1.85% (Direct Asset Management Non-Wrap Fee Option) $0+: Up to 2.4% maximum (FMAX FSP Wrap Program) $0+: Up to 2.65% maximum (FMAX Separately Managed Account Program) $0+: Up to 2.75% maximum (UMA Unified Managed Account Program) $0+: Up to 2.75% maximum (Rep as Portfolio Manager Program)
Commission charges may apply when acting as broker/dealer; separate from advisory fees.
Hourly fees for financial planning range from $100 to $250 per hour
Account minimum: $25,000 Minimum fee: Annual minimum account fees range from $75 to $350 depending on the program
Main office
See office101 Normandy Road
Casselberry FL 32707
Advisors at this office
12
Offices (20)
Casselberry, FL
101 Normandy Road, Casselberry, FL 32707
12 advisors
St. Petersburg, FL
9952 Gandy Blvd. North, St. Petersburg, FL 33702
3 advisors
Beavercreek, OH
3183 A Beaver Vu Drive, Beavercreek, OH 45434
2 advisors
Lake Mary, FL
1515 International Parkway Suite 1025, Lake Mary, FL 32746
2 advisors
Apollo Beach, FL
Apollo Beach, FL
1 advisor
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
123 Investing · Alan Siegel Financial Services · Alicea Services · Ansevin Asset Management · Avanti Wealth Management · Bob Holbrook Investment Services · Christian Family Financial · Covenant Financial Management · Dan Hardt Financial Services · Engedi Financial · Engwall Clark And Associates · Exodus Financial Services · G. A. Repple & Company · Gvc Investments · Harvest Financial · Horizon Financial Solutions · Kingdom Financial Services · Mangrove Financial Group · Repple Wealth Group · Repple Wealth Management · Teleios Financial Partners · Thomas Strobhar Financial · Trinity Wealth Management · Walker Financial · Witthauer Financial Group · Wolfe Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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Lawyer
They provide legal services, typically billed separately.
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Advisors at this firm
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