Gallacher Capital Management, LLC

RIASEC Registered
Total AUM
$539M
Discretionary
$497M
92% of AUM
Avg account
$402K
Accounts
1,340
Employees
14
Advisory reps
6

Firm details

Headquarters
Lone Tree, Colorado
CRD number
113189
Registered since
August 29, 2007
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI72.62%
  • Individuals22.33%
  • Pooled Investment Vehicles5.05%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Gallacher Capital Management, LLC is an independent registered investment adviser that has been SEC-registered since 2007. The firm functions as a capital allocator for both individual/family and institutional clients and combines portfolio management, financial planning and selection of third‑party managers with insurance brokerage activity. Its fee model includes percentage-of-AUM billing alongside fixed fees and performance-based compensation, and the firm explicitly manages portfolios for individuals/small businesses as well as pooled investment vehicles. The adviser does not identify as an active ESG investor. Its structure is a limited liability company owned by a domestic entity/individual and it lists activities consistent with an allocator that sponsors and manages pooled vehicles while also partnering with outside advisers.

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 73%, Public Funds/Mutual Funds 22%, Cash & Cash Equivalents 3%, US Government Bonds 2%73%
  • Exchange Traded Equities73%
  • Public Funds/Mutual Funds22%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%

Owners & executives

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Contacts

FINTRX

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

FINTRX

ETF holdings

1 of 75

Active vs passive

$73M in ETFs

Passive

74%

$54.2M

Active

21%

$18.8M

ETFProviderStyleCategoryValueShares% of portfolio
ALPS SMITH CORE PLUS BOND ETF (SMTH)ALPSActiveIntermediate Core Plus Bond$5.5M224,0897.54%

Location

Primary office

Lone Tree, CO

Douglas

Location

Lone Tree, CO

Headquartered in Lone Tree, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Douglas
Address
10465 Park Meadows Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth