Gambit Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318313
- Registered since
- April 11, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.94%
- Individuals9.8%
- Corporations / Businesses1.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gambit Capital Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients and positions itself as a capital allocator that blends discretionary portfolio management with financial planning and selective use of third-party managers. Its advisory scope includes portfolio management for individuals and small businesses, financial planning, selection of other advisers, and pension consulting services. Fees are charged as a percentage of assets under management and on a fixed-fee basis. Gambit does not identify as an active ESG investor and maintains an affiliation with an insurance company.
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities37%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Derivatives1%
Contacts
3 of 6
Todd Stueve
Investment Adviser RepresentativeCRD 3162827
Peter Earp
Senior Wealth ManagerCRD 4224268
Tyler Schelhaas
PrincipalCRD 4674230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$128M in ETFs
78%
$100M
3%
$27.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $11.8M | 19,808 | 9.27% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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