Market Gauge Asset Management, Llc
- Regulatory AUM
- $18.7M
- Discretionary
- $18.7M
- Clients
- 42
- Avg AUM / client
- $445K
- Accounts
- 41
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 29 | $13.5M | 72.0% |
| High net worth individuals | 12 | $4.7M | 24.9% |
| Charitable organizations | 1 | $575K | 3.08% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James William Kimball | Registered representative | Aug 2015 (11y) | ||
| Keith Schneider | Registered representative | Aug 2015 (11y) | ||
| Donn Michael Goodman | Registered representative | Jun 2022 (4y) | ||
| Benjamin John Scheibe | Registered representative | Jun 2023 (3y) | ||
| Alan Mark Friedman | Registered representative | Mar 2024 (2y) | ||
| Zachary Logan Goodman | Registered representative | Nov 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $11.8M (63% of AUM) Mar 2026
- Interactive Brokers $6.9M (37% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 13, 2026.
View current Form ADV (SEC/IAPD) ↗