# Gibraltar Capital Management, Inc.

> 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.

- CRD: 122328
- Filed as: GIBRALTAR CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122328
- AdvisorCensus page: https://advisorcensus.com/firm/gibraltar-capital-management-inc-tulsa-ok-122328

## Quick answers

**How is Gibraltar Capital Management, Inc. compensated?**
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.

**Where is Gibraltar Capital Management, Inc. located?**
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).

**Is Gibraltar Capital Management, Inc. registered with the SEC or a state?**
Gibraltar Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 122328.

**How much does Gibraltar Capital Management, Inc. manage?**
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).

**How have Gibraltar Capital Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Gibraltar Capital Management, Inc. serve?**
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).

**Which custodians does Gibraltar Capital Management, Inc. use?**
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.

**Does Gibraltar Capital Management, Inc. report any disciplinary disclosures?**
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

**Does Gibraltar Capital Management, Inc. state an account minimum?**
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."

**What changed in Gibraltar Capital Management, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 1, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,348,981,020
- Discretionary: $1,343,948,875
- Non-discretionary: $5,032,145

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 265 | $88,494,874 |
| High net worth individuals | 240 | $1,031,673,752 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $121,067,312 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,032,145 |
| Charitable organizations | 12 | $58,510,253 |
| Corporations or other businesses not listed above | 8 | $44,202,684 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 31 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, IA, LA, MO, NE, OK, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Irving, TX
- Tulsa, OK

### Websites listed on Form ADV (Item 1.I)
- [gcmwealth.com](https://gcmwealth.com)
- [gibraltar-capital.com](https://gibraltar-capital.com)
- Facebook @gcmwealth
- LinkedIn @gcmwealth
- YouTube @UCF2sYkr9GJyTR8F0JGnzJ4Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $611,428,849 | 13 | May 11, 2021 |
| October 2022 | $752,140,694 | 14 | May 9, 2022 |
| October 2023 | $719,383,135 | 22 | April 3, 2023 |
| October 2024 | $750,855,822 | 22 | May 1, 2024 |
| October 2025 | $840,552,907 | 24 | June 5, 2025 |
| October 2026 | $1,348,981,020 | 31 | June 1, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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.

### December 2025
- Added an office in Irving, TX.
- Added an office in Tulsa, OK.
- Registered or notice-filed in IA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gibraltar Capital Management, Inc. (CRD 122328): Form ADV filing data as of October 2026.