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Geoffrey Lamb Hulme

Gerber, LLC

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About Geoffrey Lamb Hulme

Geoffrey Lamb Hulme is a registered investment advisor representative with Gerber, LLC in Columbus, OH. Geoffrey has been in the financial services industry since 10/19/1988 and has a Series 63 and Series 65 licenses. Prior to Gerber, LLC Geoffrey was employed at Deutsche Bank Capital Corporation. Geoffrey is also the sole owner and manager of Steel Valley Capital LLC, a single member LLC. Steel Valley Capital LLC was created in January of 2016 to serve as the legal entity through which the Geoffrey L. Hulme family maintains investment accounts. It has no outside investors and does not charge an investment management fee. Geoffrey receives no compensation for managing these family assets. It maintains accounts that hold a portfolio of stocks, corporate bonds, municipal bonds, and private equity investments.

Firm Information

Geoffrey Hulme is currently registered with Gerber, LLC. Gerber, LLC is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, and pension consulting services. The firm has a total of 921 accounts with approximately $502,825,887 in assets under management. They serve a variety of clients including corporations, individuals, and high-net-worth individuals.
Gerber, LLC

580 N FOURTH STREET

COLUMBUS, OH 43215

$502.83M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Geoffrey Hulme’s Registration & Firm History

OH

07/22/2022 - Present

Gerber, LLC (COLUMBUS OH)

NA

10/19/1988 - 03/25/1991

DEUTSCHE BANK CAPITAL CORPORATION

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Licenses & Designations

IA

Issued 11/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/1989

Series 3 - National Commodity Futures Examination

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Lamb Hulme.
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