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 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
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$73M in ETFs
74%
$54.2M
21%
$18.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPS SMITH CORE PLUS BOND ETF (SMTH) | ALPS | Active | Intermediate Core Plus Bond | $5.5M | 224,089 | 7.54% |
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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