Gallagher Capital Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gallagher Capital Corp. provides discretionary portfolio management focused exclusively on fixed‑income investments for individuals, trusts, and retirement accounts with primary objectives of income generation and capital preservation. The firm requires a $1,000,000 account minimum and does not serve lower‑balance individual (non‑HNW) clients.
The manager constructs individualized Investment Policy Statements that define duration, credit‑quality, maturity and diversification parameters, and pursues an active, risk‑aware approach that typically emphasizes holding bonds to maturity rather than frequent trading. Investment selection relies on independent credit research — including analysis of legal pledges and issuer financials — and the firm transacts in municipal (including Section 144A and, with approval, non‑rated municipals), corporate, government, and short‑term cash instruments as appropriate.
Distinctive elements include a small, concentrated client base (16 clients, approximately $41.5 million AUM) overseen by a single, experienced municipal‑bond specialist with institutional background, coupled with personalized reporting and client education (monthly reviews, quarterly narrative reports, and occasional workshops). The firm does not take custody of client assets, does not accept third‑party compensation for investment products, and maintains an independent portfolio management platform separate from custodial records.
Client services
Expertise
Fee options
0.50% annually (½ of 1 percent per annum), payable pro-rata at the beginning of each quarter
$300 per hour for consulting services not under management
Account minimum: $1,000,000
Main office
Bainbridge Island WA
Advisors at this office
1
Most active in
Oregon · Washington
Also doing business as
Gallagher Capital Corp. · Gallagher Capital Corp., I.A.M.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting 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.
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