Gables Capital Management, Inc.

RIASEC Registered
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
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 an individual-owned, SEC-registered investment adviser (registered in 1997) that operates with a hedge-fund orientation. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management across separate accounts and pooled vehicles. Its compensation combines a percentage-of-AUM fee with performance-based fees, and its advisory activity explicitly includes portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Gables does not identify as an active ESG investor and is not a multistate adviser. The firm also functions as a sponsor/GP/managing member of pooled investment vehicles, consistent with its internal hedge-fund activity and the private fund it advises.

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: 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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 160

Active vs passive

$33.7M in ETFs

Passive

86%

$29M

Active

8%

$4.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 GROWTH ETF (IVW)BlackRockPassiveLarge Growth$5M35,00014.79%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth