Gallagher Capital Corp.
RIASEC Registered
Total AUM
$41.5M
Discretionary
$41.5M
100% of AUM
Avg account
$2.8M
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 129285
- Custodians
- U.S. BANK, N.A., KEYBANK TRUST, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gallagher Capital Corp. is a small, owner-managed corporation advising individual and family clients. Its stated advisory activity is portfolio management for individuals and small businesses, and it bills clients through a combination of an asset-based fee and hourly charges. The firm identifies as non-ESG and is not registered as a multi-state adviser; it does not act as a capital allocator or pension consultant. Public filing details list the adviser as unclassified.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds95%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
1 of 1Kathleen Gallagher
OwnerCRD 1063239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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