Gibraltar Capital Management, Inc.

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$661K

Accounts

2,041

Employees

Advisory reps

Firm details

Headquarters: Tulsa, Oklahoma
CRD number: 122328
Registered since: March 28, 2006
Website: www.gcmwealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI76.48%
Pooled Investment Vehicles8.97%
Individuals6.56%
Charitable Organizations4.34%
Corporations / Businesses3.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gibraltar Capital Management, Inc. is an independent registered investment adviser that has been SEC registered since 2006. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator, combining portfolio management with financial planning and the selection of external managers. Its stated business activities include accounting services and it lists industry linkages with banks, law firms, and sponsoring or managing pooled investment vehicles. Gibraltar’s fee arrangements include percentage-of-AUM fees, hourly charges and performance-based fees, reflecting flexibility across client engagements and fund structures.