Gibraltar Capital Management, Inc.

RIASEC RegisteredEst. 2006

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$661K

Accounts

2,041

Employees

Advisory reps

Firm details

Headquarters: Tulsa, Oklahoma
CRD number: 122328
Registered since: March 28, 2006
Website: www.gcmwealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI76.48%
Pooled Investment Vehicles8.97%
Individuals6.56%
Charitable Organizations4.34%
Corporations / Businesses3.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gibraltar Capital Management, Inc. is an independent registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management across individual, pooled vehicle, business and institutional mandates, and also offers manager selection services. Its billing mixes percentage-of-AUM fees with hourly charges and performance-based arrangements. Gibraltar lists “accountant” among its business activities and maintains relationships with a range of industry counterparties, including banks, accounting and law firms, and entities that act as sponsors or general partners of pooled vehicles. The firm is not an active ESG investor and operates as a single-state adviser per its reporting.