Gambit Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gambit Capital Management serves individual and high‑net‑worth clients, including accredited investors and employer‑sponsored retirement plans, by providing discretionary portfolio management alongside services such as financial planning, financial coaching, tax preparation, employee benefit plan advisory, and outsourced CIO consulting. The firm manages accounts both directly and via third‑party managers and platforms, and works with clients on investment policy, prior investment history, and family or business considerations.
Gambit describes a long‑term investment philosophy grounded in fundamental and cyclical analysis, employing asset allocation, asset‑and‑liability matching, and options strategies that are tailored to each client and implemented through direct trading, outside managers, or the Betterment Institutional platform. Portfolios may include ETFs, individual equity and debt securities, mutual funds, derivatives, commodities, and—when suitable for accredited clients—private placements, with the firm monitoring suitability and ongoing risk.
What distinguishes Gambit from many peers is its explicit use of derivatives and options within client portfolios and its disclosures about monitoring leverage and related risks, signaling that certain separately managed accounts may employ derivative positions and borrowing or leverage. The firm also combines an automated Betterment Institutional implementation with human coaching, offers CIO consulting to other advisers, and maintains affiliations with two insurance entities, arrangements the brochure notes can create potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Outsource CIO Consulting: $1,000 per month, negotiable; Tax Preparation Services: $500-$2,500 flat fee; Financial Coaching initial consultation: $300, ongoing monthly fee: $60 per month.
$0 - $3,000,000: 1.00% annually >$3,000,000+: 0.25% annually First $20 million (Outside Managers)+: 0.25% annually Next $30 million (Outside Managers)+: 0.20% annually Assets over $50 million (Outside Managers)+: 0.18% annually
Financial Coaching ongoing monthly fee of $60 per month, negotiable.
Account minimum: $750,000 Minimum fee: Minimum fee of $1,500 per account per year for outside manager accounts.
Main office
See officeNashville TN
Advisors at this office
2
Offices (5)
Most active in
Arizona · Minnesota · North Dakota · South Dakota · Tennessee · Texas · Wisconsin
Also doing business as
Gambit Capital Management, LLC · Still Water Wealth Management
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.
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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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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