Gallagher Capital Advisors, LLC

RIASEC Registered

Total AUM

$263M

Discretionary

$133M

50% of AUM

Avg account

$476K

Accounts

553

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 170955
Registered since: April 4, 2022
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI60.44%
Individuals24.36%
Pension & Profit Sharing Plans8.48%
Corporations / Businesses5.62%
Charitable Organizations1.1%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Gallagher Capital Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm primarily serves individual and family clients and charges fees as a percentage of assets under management. Its stated advisory activities include portfolio management for individuals and small businesses and pension consulting services. Gallagher Capital Advisors also operates as an insurance broker and lists an insurance company affiliation. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser in the source data.