Frank Gambino
Isthmus Partners · Madison, Wisconsin
Frank Gambino is a fee-only financial advisor at Isthmus Partners in Madison, Wisconsin, who holds the CFA credential. Isthmus Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Isthmus Partners |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.44B across 1,894 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 2463345 |
| Exams passed | Series 63 (2000) · Series 65 (1994) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.isthmuspartnersllc.com |
How Frank's firm compares
- Isthmus Partners's average account is about $760,000, from its Form ADV (assets managed divided by 1,894 accounts).
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Questions about Frank
Is Frank Gambino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and Isthmus Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frank charge for financial advice?
Frank's firm, Isthmus Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frank Gambino based?
Frank Gambino is based in Madison, Wisconsin.
What credentials does Frank Gambino hold?
Frank Gambino holds the CFA credential.
Is Frank Gambino registered with the SEC?
Yes. Frank Gambino is registered as an investment adviser representative in WI (CRD 2463345), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Isthmus Partners manage?
Isthmus Partners reports $1.44B across 1,894 accounts in assets under management.
How do I contact Frank Gambino?
Through Frank's website, www.isthmuspartnersllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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