GABRIEL CAPITAL, LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 137613
- Website
- www.gabriel-capital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- US Government Bonds16%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds4%
Contacts
1 of 1DANIEL JACOBSON
Registered Investment Adviser/OwnerCRD 2101496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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