Gehrig Capital Management, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities5%
Contacts
3 of 5
Gregory Gehrig
Senior AdvisorCRD 5834425

Andrew Masteller
Financial AdvisorCRD 6134121

Lothar Gehrig
CPA, PresidentCRD 2832804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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