Gallatin River Capital LLC

Gallatin River provides wealth management and investment advisory services to individuals, high‑net‑worth clients, trusts, estates and businesses, combining discretionary portfolio management with comprehensive financial planning and consulting. The brochure states that financial planning—covering retirement, education, savings and other areas—is typically provided as part of wealth management engagements and, when delivered in writing, is generally completed within six months.

The firm describes a primarily long‑term investment approach that emphasizes low‑cost, diversified mutual funds and ETFs while permitting the use of individual stocks and bonds as needed; it applies both fundamental and technical analysis to construct and monitor portfolios. Gallatin River notes it exercises discretionary authority for portfolio implementation and rebalancing, may retain legacy positions for tax or fit reasons, and provides fiduciary guidance for retirement accounts including rollover considerations.

Noteworthy aspects include the explicit integration of formal financial planning with individual portfolio management—an offering that is statistically uncommon among firms of this profile—while also stating it does not manage private funds or charge performance‑based fees. The firm is newly registered with the SEC and participates on institutional platforms at Schwab and Fidelity, receiving technology, research and operational support from those custodians while operating on a fee‑based, limited‑custody model (custody only to permit fee deduction).