Gables Capital Management, Inc.

RIASEC RegisteredEst. 1997
Total AUM
$439M
Discretionary
$439M
100% of AUM
Avg account
$1.2M
Accounts
359
Employees
8
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
109608
Registered since
October 10, 1997
Website
www.gablescapital.com
Custodians
RBC CAPITAL MARKETS, LLC, ARGENT TRUST COMPANY, CLEARPOINT FEDERAL BANK & TRUST
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses52.19%
  • HNWI38.33%
  • Pooled Investment Vehicles4.34%
  • Charitable Organizations2.48%
  • Individuals2.04%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gables Capital Management, Inc. is a corporate-structured investment adviser active since the late 1990s that operates with a hedge-fund orientation while servicing both high-net-worth individuals/families and institutional clients. The firm provides portfolio management across individual and pooled vehicles and to businesses or institutions, and it also acts as sponsor/GP/managing member of pooled investment vehicles. Its compensation blends asset-based fees with performance-based fees. The adviser does not identify as an active ESG investor and is not structured as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 40%, Investment Grade Corp Bonds 24%, Public Funds/Mutual Funds 13%, US Government Bonds 12%, Cash & Cash Equivalents 6%, State & Local Bonds 2%, Non-Investment Grade Corp Bonds 2%, Private Funds 1%40%
  • Exchange Traded Equities40%
  • Investment Grade Corp Bonds24%
  • Public Funds/Mutual Funds13%
  • US Government Bonds12%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1

  • Judith Neiwirth

    Co Founder and Chief Investment OfficerCRD 1005478

Contacts

2 of 2
  • Alec McKenna

    Alec McKenna

    Vice President, Investor RelationsCRD 6709966

  • Eric Mckenna

    Eric Mckenna

    Co-founder and PresidentCRD 1382609

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 162

Active vs passive

$32.8M in ETFs

Passive

86%

$28.2M

Active

8%

$4.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 GROWTH ETF (IVW)BlackRockPassiveLarge Growth$4.8M35,00014.66%
Unlock additional holdings →

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
801 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Ikalon Advisors LLC

RIA

Miami, FL

AUM $442MTEAM 2REPS 4

Hollander Asset Management LLC

RIA

Miami, FL

AUM $420MTEAM 2REPS 2

Octogone NA

RIA

Miami, FL

AUM $470MTEAM 6REPS 5

Guerra Wealth Advisors

RIA

Miami, FL

AUM $406MTEAM 12REPS 14

Noctua International Wmg, LLC

RIA

Miami, FL

AUM $474MTEAM 7REPS 4

Xendia Wealth LLC

RIA

Miami, FL

AUM $475MTEAM 5REPS 6
More RIAs in Miami →All Florida RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth