GABRIEL CAPITAL, LLC

RIASEC Registered
Total AUM
$91.7M
Discretionary
$83.8M
91% of AUM
Avg account
$664K
Accounts
138
Employees
1
Advisory reps
1

Firm details

Headquarters
PORTLAND, Oregon
CRD number
137613
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI65.5%
  • Corporations / Businesses24.21%
  • Individuals10.29%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Gabriel Capital, LLC is an independent registered investment adviser that serves individual and family clients, delivering financial planning and portfolio management focused on fee-based relationships (percentage of AUM). The firm shows a clear preference for equity exposure — particularly exchange-traded securities — and structures portfolios primarily through separate managed accounts and pooled mutual fund positions. They operate with a predominantly discretionary mandate, indicating active portfolio rebalancing and manager selection on behalf of clients. Business activity centers on personal wealth management rather than institutional consulting or pension work. Gabriel Capital does not present itself as an ESG-focused allocator and appears to rely on third‑party managers for certain alternative exposures rather than running in‑house hedge or private capital strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, US Government Bonds 16%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 4%, State & Local Bonds 1%66%
  • Exchange Traded Equities66%
  • US Government Bonds16%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds4%

Contacts

1 of 1
  • DANIEL JACOBSON

    Registered Investment Adviser/OwnerCRD 2101496

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PORTLAND, OR

WASHINGTON

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
WASHINGTON
Address
500 SW 116 Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth