Gallagher Capital Advisors, LLC

Overview

Gallagher Capital Advisors, LLC is a single-office, SEC-registered advisory firm formed as an LLC and owned by an individual. The firm targets individuals and families and charges fees based on a percentage of assets under management. In addition to investment advisory work, Gallagher Capital Advisors operates insurance brokerage activities and lists an affiliation with an insurance company. Its advisory scope includes portfolio management for individuals and small businesses and calls out pension consulting services among its capabilities. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser. Investment activity tilts toward pooled public vehicles: public funds and mutual funds are the primary vehicle the firm uses for client portfolios. Gallagher splits its business between discretionary and non-discretionary mandates, indicating flexibility to manage portfolios directly while also servicing clients who prefer advisory oversight with client-directed trading. Custody is consolidated with Charles Schwab & Co., Inc., which holds the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices