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 an SEC-registered RIA that focuses on discretionary portfolio management for individuals, families and small-business clients. The firm operates under an individual ownership structure and bills clients on a percentage-of-AUM basis. Its advisory work aligns with traditional wealth management: constructing diversified, manager-driven portfolios using pooled public funds and fixed-income instruments rather than concentrated single-name equity bets. The ADV identifies an accountant-related business affiliation, indicating the firm may combine investment advice with tax or accounting coordination for clients. Gehrig Capital Management is not positioned as an ESG-focused allocator and does not report multistate adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Wealth Management ConsultantCRD 7321519

  • LOTHAR GEHRIG

    CPA, PresidentCRD 2832804

  • GREGORY GEHRIG

    Senior AdvisorCRD 5834425

Unlock 2 more contacts

Wealth teams

FINTRX

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