Gallacher Capital Management, LLC
Firm details
- Headquarters
- Lone Tree, Colorado
- CRD number
- 113189
- Registered since
- August 29, 2007
- Website
- www.gallachercapital.com
- 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
FINTRXOverview
Gallacher Capital Management, LLC is an independent registered investment adviser that began SEC registration in 2007 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional investors and acts as an allocator to third-party managers. Advisory services include financial planning, portfolio management for individuals/small businesses, management of pooled investment vehicles and selecting other advisers. The firm also conducts insurance brokerage. Fee arrangements are flexible across percentage of AUM, fixed fees and performance-based fees. Gallacher does not identify as an active ESG investor.
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 Equities73%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
3 of 6
Kevin Gallacher
Founding PrincipalCRD 1970458
Jill Ditter
Wealth ManagementCRD 2032044
Quentin Stoker
Compliance DirectorCRD 7174966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$93.3M in ETFs
72%
$67.1M
24%
$26.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPS SMITH CORE PLUS BOND ETF (SMTH) | ALPS | Active | Intermediate Core Plus Bond | $8M | 309,268 | 8.54% |
Location
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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