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 formed in 2006 that acts as both a discretionary portfolio manager and a capital allocator. The firm serves individual and family clients alongside institutional accounts, and provides financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, and the selection of sub‑advisers. Its business activities also include accounting services, and Gibraltar at times functions as sponsor/GP/manager of pooled vehicles. The firm charges fees based on a percentage of AUM, hourly rates, and can assess performance‑based fees. Gibraltar is not identified as an active ESG investor.