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Louisa Collier Gehring

CONSTELLATION WEALTH ADVISORS
CINCINNATI, OH
·CRD# 8076752·2 years experience

Professional Summary

Louisa Collier Gehring, who also goes by Louise Collier Gehring, is a registered financial advisor currently at CONSTELLATION WEALTH ADVISORS located in Cincinnati, Ohio. Louisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Louisa has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Louise Collier Gehring

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

2 years in the financial services industry

Current & Past Employments

CONSTELLATION WEALTH ADVISORS·CRD# 147253
RIA
255 East Fifth St. Suite 3000, Cincinnati, OH 45202
August 21, 2025 - Present

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Current Firm

CW
CONSTELLATION WEALTH ADVISORS

CONSTELLATION SPORTS COUNCIL | QUADRANT PRIVATE CAPITAL SOLUTIONS | QUADRANT PARTNERS | QUADRANT FAMILY WEALTH ADVISORS | QUADRANT CAPITAL GROUP LLC | CONSTELLATION WEALTH ADVISORS

CRD#: 147253 / SEC#: 801-69216
RIA
Registered Investment Advisory firm - SEC (5/28/2008 Approved)

Contact Information

Main Address

255 East Fifth St. Suite 3000, Cincinnati, OH 45202

Phone Number

(513) 871-5500

# of Employees

26

SEC notice filing (13 States and Territories)

Registered to provide investment advisory services in 13 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONSTELLATION WEATLH ADVISORS FORM ADV PART 2A (JULY 2026) (7/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,095

AUM (Assets Under Management)

$5,400,048,804

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/25/2025Cover PageReport
01/27/2025Cover PageReport
10/24/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Entity/Business Name: Gehring Travel, LLC; Investment related (Y/N): N; Address: Cincinnati, OH; Nature of the Business: Travel Agency; Position/Title/Relationship: Sole Owner; Start Date: March 2014; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: none; Compensated (Y/N)? Y; Briefly describe your duties: Design and arrange travel excursions for family and friends

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONSTELLATION WEALTH ADVISORS

CONSTELLATION SPORTS COUNCIL | QUADRANT PRIVATE CAPITAL SOLUTIONS | QUADRANT PARTNERS | QUADRANT FAMILY WEALTH ADVISORS | QUADRANT CAPITAL GROUP LLC | CONSTELLATION WEALTH ADVISORS

CRD#: 147253 / SEC#: 801-69216
RIA
Registered Investment Advisory firm - SEC (5/28/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Ohio
(8/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2024About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Louisa Collier Gehring's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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