Gallagher Capital Advisors, LLC

Gallagher Capital Advisors serves individuals (including high net worth clients) and pension/profit‑sharing plans, providing comprehensive portfolio management and retirement plan consulting. The firm reports $263,129,787 in regulatory assets under management and serves about 302 client accounts under a single‑owner structure.

The firm’s investment approach emphasizes fundamental analysis of company financials—revenue, net income, balance sheets, debt and free cash flow—when constructing portfolios that include ETFs, mutual funds, individual stocks and other public and private securities. Gallagher uses both long‑ and short‑term purchase strategies, monitors portfolios for drift, and rebalances as needed while offering individualized advice and allowing clients to impose reasonable investment restrictions.

Gallagher’s profile is atypical for supported firms in its size category: it manages over $263 million with one advisory principal and maintains roughly 302 client relationships, with assets split nearly evenly between discretionary ($132,749,215) and non‑discretionary ($130,380,572) mandates. Representatives are also licensed insurance agents who offer insurance products and receive customary compensation for those sales, a disclosed potential conflict of interest the firm says it addresses by acting in clients’ best interests.