Gabriel Capital, LLC

Gabriel Capital, LLC provides financial planning and portfolio management to individuals, high‑net‑worth clients, businesses, and organizations. The firm reports managing about $91.6 million across roughly 54 client relationships and requires a $700,000 household asset minimum to open a new client relationship, with descendants of current clients exempt from that minimum.

The firm’s investment approach blends fundamental, technical, and quantitative analysis and it evaluates managers that use mathematical and statistical methods; portfolios may combine indexed and actively managed strategies and can include publicly traded REITs. Management is typically discretionary — the firm reports overseeing about $83.8 million in discretionary assets and maintaining certain non‑discretionary accounts — and it implements portfolios through custodial portals using a firm‑level secure login while also offering modular financial planning work plans.

Noteworthy features relative to peers include the relatively high new‑client asset threshold and a small client base managed by a single adviser, producing a higher AUM‑per‑client profile than many independent firms. The brochure discloses household aggregation for fee discounting and detailed billing practices, participation in custodial advisor support programs (an economic benefit to the firm), and a proxy‑voting policy that excludes voting for new client relationships established after 12/31/2020.