Gehrig Capital Management, Inc.

RIASEC RegisteredEst. 2021
Total AUM
$204M
Discretionary
$204M
100% of AUM
Avg account
$190K
Accounts
1,072
Employees
5
Advisory reps
5

Firm details

Headquarters
Merrillville, Indiana
CRD number
123250
Registered since
April 16, 2021
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI48.27%
  • Individuals47.3%
  • Corporations / Businesses4.44%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gehrig Capital Management, Inc. is a corporation operating as a non-independent retail registered investment advisor that provides fee-based portfolio management primarily to individuals, families and small-business clients. The firm reports its owner type as an individual and lists accounting among its business activities, with portfolio management for individuals and small businesses as its principal advisory function. Gehrig Capital uses a percentage-of-AUM fee model and does not present itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Exchange Traded Equities 5%95%
  • Public Funds/Mutual Funds95%
  • Exchange Traded Equities5%

Contacts

3 of 5
  • Matthew Ninkovich

    Matthew Ninkovich

    Wealth Management ConsultantCRD 7321519

  • Lothar Gehrig

    Lothar Gehrig

    CPA, PresidentCRD 2832804

  • Gregory Gehrig

    Gregory Gehrig

    Senior AdvisorCRD 5834425

Unlock 2 more contacts

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

Merrillville, IN

Lake

Location

Merrillville, IN

Headquartered in Merrillville, IN, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
8001 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth