Gehrig Capital Management, Inc.

RIASEC RegisteredEst. 2021
Total AUM
$204M
Discretionary
$204M
100% of AUM
Avg account
$190K
Accounts
1,072
Employees
5
Advisory reps
5

Firm details

Headquarters
Merrillville, Indiana
CRD number
123250
Registered since
April 16, 2021
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI48.27%
  • Individuals47.3%
  • Corporations / Businesses4.44%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gehrig Capital Management, Inc. is a corporation operating as a non-independent retail RIA that registered with the SEC in 2021. The firm is owned by an individual and serves both individual/family and institutional clients, charging advisory fees as a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses, and its business profile also lists accounting services alongside its advisory work. The firm does not position itself as a capital allocator or pension consultant, is not a multi-state adviser, and is not identified as an active ESG investor. That combination of attributes suggests a concentrated, service-oriented practice that focuses on discretionary portfolio management rather than running external fund programs or proprietary alternative strategies.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Exchange Traded Equities 5%95%
  • Public Funds/Mutual Funds95%
  • Exchange Traded Equities5%

Contacts

3 of 5
  • Gregory Gehrig

    Gregory Gehrig

    Senior AdvisorCRD 5834425

  • Andrew Masteller

    Andrew Masteller

    Financial AdvisorCRD 6134121

  • Lothar Gehrig

    Lothar Gehrig

    CPA, PresidentCRD 2832804

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Merrillville, IN

Lake

Location

Merrillville, IN

Headquartered in Merrillville, IN, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
8001 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth