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 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
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 5Matthew 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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