Asset manager
Volumetric Advisers
Volumetric Advisers Inc · SEC-registered investment adviser · CRD 107351 · SEC 801-23767
At a glance
Volumetric Advisers is an SEC-registered investment adviser based in United States, with $38 million in regulatory assets under management as of its Form ADV filed February 26, 2026. Its largest client group by assets is investment companies, and it reports 3 individual clients. By Form ADV it is a asset manager, ranked 2,462nd of 3,218 asset managers and 16,035th of 17,210 SEC-registered advisers by assets.
volumetric.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $38M
- Rank among asset managers
- #2,462 of 3,218
- Rank among all SEC RIAs
- #16,035 of 17,210
- Individual clients
- 3
- High-net-worth clients
- 0
- Accounts
- 4
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Jeffrey M. GibsPresident, Chief Compliance Officer, Direct Owner
- Agnes S. GibsTreasurer, Direct Owner
- Alejandro A AlemanVice President
Custody and brokerage
Custodian
Volumetric Advisers’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $37M | 99% |
| Individuals | 3 | $0M | <1% |
Disciplinary disclosures
Volumetric Advisers answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗volumetric.com ↗
AtlasMembers
The full record on Volumetric Advisers
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 223 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Volumetric Advisers manage?
Volumetric Advisers reports $38 million in regulatory assets under management across 4 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 26, 2026.
What kind of firm is Volumetric Advisers?
Volumetric Advisers is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Volumetric Advisers’s clients?
By assets, its largest client types are investment companies ($37 million, 1 clients); individuals ($210,103, 3 clients).
Does Volumetric Advisers have any disciplinary history?
Volumetric Advisers answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Volumetric Advisers’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →