Gallatin River Capital LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Marshfield, Massachusetts
CRD number
341317
Registered since
August 6, 2026
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Gallatin River Capital LLC is a recently formed, SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm provides financial planning and discretionary portfolio management geared toward individuals and small businesses. Its fee model is based on a percentage of assets under management. The adviser does not position itself as a capital allocator and reports it is not an active ESG investor. It is registered as an SEC adviser in 2026 and is not designated as a multistate adviser, pension consultant, or related adviser. The firm’s regulatory classification is listed as unclassified. Gallatin River Capital identifies industry affiliation as an "other investment adviser" and focuses its service set on planning and portfolio management rather than institutional or specialized consulting lines.

Location & Offices

Investment profile

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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

Contacts

1 of 1
  • Luke Nagell

    Luke Nagell

    OwnerCRD 5239324

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

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Location

Primary office

Marshfield, MA

Plymouth

Location

Marshfield, MA

Headquartered in Marshfield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Plymouth
Address
892 Plain St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth