9AT: GREAT GABLE WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date	03/16/2026
Registration	SEC, Approved, 03/05/2021
Other registrations (1)	California, Terminated, 04/07/2021
ADV Location	BEVERLY HILLS, CA, United States
Contact Info	415 xxxxxxx
Websites

AUM^*	220,534,897 62%
of that, discretionary	220,534,897 62%
Number of Employees	3 -25%
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	321,011 -47%
% High Net Worth	21.59% 25%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser J.W.BURNS & COMPANY, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser GRANITE FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM186.2m	#Funds-
Adviser WINDSOR CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM703.4m	#Funds-
Adviser ADIRONDACK CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM422.3m	#Funds-
Adviser UWHARRIE INVESTMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM337.8m	#Funds-
Adviser ADVISOR RESOURCE COUNCIL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.5b	#Funds-
Adviser J2 CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM195.7m	#Funds-
Adviser SGL INVESTMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM391.6m	#Funds-
Adviser IVC WEALTH ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM455.0m	#Funds-
Adviser SENTARA CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM119.6m	#Funds-

Brochure Summary

Overview

Great Gable Advisors, LLC (“GGA”, “we”, “us”) was founded in April 2018. The principal owners are Amir Navab and Great Gable Investments, LLC (the sole Member of which is Jacques Soenens). GGA provides advisory services through Great Gable Wealth Management. The Firm is a Delaware Limited Liability Company registering with the United States Securities and Exchange Commission (“SEC”). GGA’s Chief Compliance Officer is Jacques Soenens. As of December 31, 2023, GGA managed approximately $135.83M on a discretionary basis. GGA provides discretionary portfolio management and financial planning services to high net worth individuals and companies. GGA only provides financial planning services to Clients to whom it also provides portfolio management services and does not charge a separate fee for financial planning services. Notwithstanding the

fact that GGA only provides financial planning services to its advisory Clients, a conflict of interest exists between GGA’s interests and Clients’ interests. Clients are under no obligation to act upon GGA’s financial planning recommendations and may impose restrictions on GGA on investing in certain securities or types of securities. If Clients elect to act on any of GGA’s financial planning recommendations, Clients are under no obligation to effect recommended transactions through GGA. Jacques Soenens serves as Managing Partner for Great Gable Partners, LP (“GGP,” CRD# 133184). Great Gable Partners, LP serves as the investment adviser to certain pooled investment vehicles ("Great Gable Partners Funds"). In certain instances, GGA clients may invest in Great Gable Partners Funds. GGA does not participate in or offer any wrap fee program.

GREAT GABLE WEALTH MANAGEMENT, LLC

GREAT GABLE WEALTH MANAGEMENT, LLC

GREAT GABLE ADVISORS, LLC

GREAT GABLE WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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GREAT GABLE WEALTH MANAGEMENT, LLC GREAT GABLE WEALTH MANAGEMENT, LLC GREAT GABLE ADVISORS, LLC GREAT GABLE WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

GREAT GABLE WEALTH MANAGEMENT, LLC

GREAT GABLE WEALTH MANAGEMENT, LLC

GREAT GABLE ADVISORS, LLC

GREAT GABLE WEALTH MANAGEMENT