Gallacher Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$511,772,298
Clients
513
Advisors
6
across 4 offices
About
Gallacher Capital Management (GCM) advises individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities, offering integrated wealth management, investment management, financial planning and retirement plan consulting. Services are delivered through discretionary and non‑discretionary Investment Advisory Agreements and the firm’s proprietary GEM platform, and clients may be given access to tools such as eMoney for consolidated reporting.
The firm’s investment process is consultative: individual advisor representatives select research and model portfolios and implement client objectives through GEM Allocation, GEM Direct (quantitative stock screens), GEM Direct Indexing for customization and tax efficiency, and an optional tax‑managed overlay. GCM may allocate to both proprietary and third‑party funds, reviews portfolios on an ongoing basis, and generally manages client accounts on a discretionary basis consistent with agreed objectives.
GCM is distinctive among peer team firms for its role as adviser and affiliate to pooled private investment vehicles — including GEM Private Equity Fund I and II (investments tied to Folium BioSciences debt and warrants) and GEM goHomePort Fund (a real‑estate vehicle) — and for charging performance‑based incentives on those funds (e.g., 50% of profits for GEM Funds I/II subject to a 5% preferred return; 30% for goHomePort). The firm is also affiliated with another registered adviser (GBG Wealth Management LLC), operates as a licensed insurance agency whose representatives may earn commissions, and discloses policies to address conflicts from side‑by‑side management and fund recommendations.
Client services
Expertise
Fee options
Financial planning and consulting fees range from $2,500 to $20,000, negotiable based on plan complexity
Commission fees may be received from insurance product sales on a split commission basis
Performance fees in affiliated private funds: 50% of profits exceeding original capital plus 5% preferred return in GEM Fund I and II; 30% of realized profits in GEM goHomePort Fund
Minimum fee: Administrative fee up to $16.75 per quarter or $67 annually for certain clients
Main office
See office10465 Park Meadows Dr, #107
Lone Tree CO 80124
Advisors at this office
3
Offices (4)
Most active in
Arizona · California · Colorado · Minnesota · Texas · Utah · Washington
Also doing business as
Allay Financial Services, LLC · Allocated Financial Planning · Alpha Capital Management, LLC · Bauer Financial Management · Bp Financial, LLC · Bringhurst Financial Service · Central Park Private Wealth Management, Ltd · Fleming Financial · Gallacher Capital Management · Gallacher Capital Management LLC · Gallacher Capital Management, LLC · Gallacher Capital Management,LLC · Gbg · Gbg Wealth Advisors · Gcm · Jd Wealth Management LLC · John Mumford Inc · Kevin Ernest Gallacher · Makkai Capital Management · Peak Wealth Advisors, Inc · Spahn & Co, LLC · Zenith Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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