Gallagher Capital Advisors, LLC

RIASEC RegisteredEst. 2022

Total AUM

$263M

Discretionary

$133M

50% of AUM

Avg account

$476K

Accounts

553

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 170955
Registered since: April 4, 2022
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI60.44%
Individuals24.36%
Pension & Profit Sharing Plans8.48%
Corporations / Businesses5.62%
Charitable Organizations1.1%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Gallagher Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and focuses on serving individual and family clients, charging fees as a percentage of assets under management. Gallagher Capital Advisors also operates as an insurance broker and lists portfolio management for individuals and small businesses and pension consulting services among its advisory activities. It does not present itself as a capital allocator or an active ESG investor, and it is not designated as a multi-state adviser.