Gehrig Capital Management, Inc.
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
FINTRXOverview
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
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 Funds95%
- Exchange Traded Equities5%
Contacts
3 of 5
Matthew Ninkovich
Wealth Management ConsultantCRD 7321519

Lothar Gehrig
CPA, PresidentCRD 2832804

Gregory Gehrig
Senior AdvisorCRD 5834425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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