{
  "crd_number": 122328,
  "slug": "gibraltar-capital-management-inc-tulsa-ok-122328",
  "primary_business_name": "GIBRALTAR CAPITAL MANAGEMENT, INC.",
  "legal_name": "GIBRALTAR CAPITAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Tulsa",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "46140",
  "metro": {
    "cbsa_code": "46140",
    "common_name": "Tulsa",
    "msa_name": "Tulsa, OK",
    "path": "/advisors/ok/tulsa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-03-28",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-06-01",
  "carried_forward": false,
  "raum_total": 1348981020.0,
  "raum_discretionary": 1343948875.0,
  "raum_non_discretionary": 5032145.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 31,
  "advisory_employees": 18,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 58510253.0,
      "count": 12
    },
    "individuals": {
      "raum": 88494874.0,
      "count": 265
    },
    "pension_profit_sharing": {
      "raum": 5032145.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1031673752.0,
      "count": 240
    },
    "pooled_investment_vehicles": {
      "raum": 121067312.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 44202684.0,
      "count": 8
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "LA",
    "MO",
    "NE",
    "OK",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/gcmwealth",
    "https://gcmwealth.com",
    "https://gibraltar-capital.com",
    "https://linkedin.com/company/gcmwealth",
    "https://youtube.com/channel/UCF2sYkr9GJyTR8F0JGnzJ4Q"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122328",
  "city_as_filed": "TULSA",
  "url": "https://advisorcensus.com/firm/gibraltar-capital-management-inc-tulsa-ok-122328",
  "display_name": "Gibraltar Capital Management, Inc.",
  "summary": "Gibraltar Capital Management, Inc. is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.",
  "citation": "AdvisorCensus. Gibraltar Capital Management, Inc. (CRD 122328): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Gibraltar Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gibraltar Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees."
    },
    {
      "q": "Where is Gibraltar Capital Management, Inc. located?",
      "a": "Gibraltar Capital Management, Inc.'s principal office is in Tulsa, OK, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Gibraltar Capital Management, Inc. registered with the SEC or a state?",
      "a": "Gibraltar Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 122328."
    },
    {
      "q": "How much does Gibraltar Capital Management, Inc. manage?",
      "a": "Gibraltar Capital Management, Inc. reports $1,348,981,020 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gibraltar Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Gibraltar Capital Management, Inc.: Regulatory assets under management: $611,428,849 in the October 2021 data and $1,348,981,020 in the October 2026 data, up 121%. Total employees: 13 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gibraltar Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (265); high net worth individuals (240); charitable organizations (12)."
    },
    {
      "q": "Which custodians does Gibraltar Capital Management, Inc. use?",
      "a": "Gibraltar Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gibraltar Capital Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122328"
    },
    {
      "q": "Does Gibraltar Capital Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 1, 2026 says: \"Generally, the minimum total accounts value is $500,000 per household or institutional client. This figure is used as a guideline only; all minimum requirements are subject to negotiation at the sole discretion of the Firm.\""
    },
    {
      "q": "What changed in Gibraltar Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 611428849.0,
      "total_employees": 13,
      "filing_date": "2021-05-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 752140694.0,
      "total_employees": 14,
      "filing_date": "2022-05-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 719383135.0,
      "total_employees": 22,
      "filing_date": "2023-04-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 750855822.0,
      "total_employees": 22,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 840552907.0,
      "total_employees": 24,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1348981020.0,
      "total_employees": 31,
      "filing_date": "2026-06-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 18.",
        "Regulatory assets under management went from $840,552,907 to $1,348,981,020 (+60%).",
        "Registered or notice-filed in GA, NE."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added an office in Irving, TX.",
        "Added an office in Tulsa, OK.",
        "Registered or notice-filed in IA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally, the minimum total accounts value is $500,000 per household or institutional client. This figure is used as a guideline only; all minimum requirements are subject to negotiation at the sole discretion of the Firm."
        ]
      }
    ],
    "quotes": [
      "Generally, the minimum total accounts value is $500,000 per household or institutional client. This figure is used as a guideline only; all minimum requirements are subject to negotiation at the sole discretion of the Firm."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL 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/gibraltar-capital-management-inc-tulsa-ok-122328.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 265,
      "fewer_than_5": false,
      "raum": 88494874.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 240,
      "fewer_than_5": false,
      "raum": 1031673752.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 121067312.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 5032145.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 58510253.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 44202684.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/122328",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}