{
  "crd_number": 123250,
  "slug": "gehrig-capital-management-inc-merrillville-in-123250",
  "primary_business_name": "GEHRIG CAPITAL MANAGEMENT, INC.",
  "legal_name": "GEHRIG CAPITAL MANAGEMENT, INC.",
  "dbas": [
    "GEHRIG & HOMBERG, P.C."
  ],
  "city": "Merrillville",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-16",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 203949242.0,
  "raum_discretionary": 203949242.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 96461925.0,
      "count": 594
    },
    "high_net_worth_individuals": {
      "raum": 98437712.0,
      "count": 50
    },
    "corporations_other_businesses": {
      "raum": 9049605.0,
      "count": 8
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "IL",
    "IN"
  ],
  "websites": [
    "https://gehrigcapitalmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123250",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "MERRILLVILLE",
  "url": "https://advisorcensus.com/firm/gehrig-capital-management-inc-merrillville-in-123250",
  "display_name": "Gehrig Capital Management, Inc.",
  "summary": "Gehrig Capital Management, Inc. is an SEC-registered investment advisory firm in Merrillville, IN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Gehrig Capital Management, Inc. (CRD 123250): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Gehrig Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gehrig Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Gehrig Capital Management, Inc. located?",
      "a": "Gehrig Capital Management, Inc.'s principal office is in Merrillville, IN, according to its Form ADV."
    },
    {
      "q": "Is Gehrig Capital Management, Inc. registered with the SEC or a state?",
      "a": "Gehrig Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 123250."
    },
    {
      "q": "How much does Gehrig Capital Management, Inc. manage?",
      "a": "Gehrig Capital Management, Inc. reports $203,949,242 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gehrig Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Gehrig Capital Management, Inc.: Regulatory assets under management: $114,000,000 in the October 2021 data and $203,949,242 in the October 2026 data, up 79%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gehrig Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (594); high net worth individuals (50); corporations or other businesses not listed above (8)."
    },
    {
      "q": "Which custodians does Gehrig Capital Management, Inc. use?",
      "a": "Gehrig Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gehrig Capital Management, Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/123250"
    },
    {
      "q": "What changed in Gehrig Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $177,380,330 to $203,949,242 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 114000000.0,
      "total_employees": 6,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 135000000.0,
      "total_employees": 5,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 135000000.0,
      "total_employees": 5,
      "filing_date": "2023-02-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 138000000.0,
      "total_employees": 4,
      "filing_date": "2024-01-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 177380330.0,
      "total_employees": 5,
      "filing_date": "2025-01-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 203949242.0,
      "total_employees": 5,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $177,380,330 to $203,949,242 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gehrig-capital-management-inc-merrillville-in-123250.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 594,
      "fewer_than_5": false,
      "raum": 96461925.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 50,
      "fewer_than_5": false,
      "raum": 98437712.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 9049605.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123250",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}