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Gibraltar Capital Management, Inc.

Updated today

Client AUM

$1,120,168,626

Clients

505

Advisors

18

across 3 offices

About

Gibraltar Capital Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, foundations, charities, private funds, and other institutional clients. In addition to discretionary portfolio management and financial planning, the firm provides bookkeeping and accounting services, tax preparation and planning, business consulting, banking and credit advice, insurance coordination, and family financial education.

The firm follows an active, value‑oriented, total‑return investment approach with a long‑term perspective, emphasizing tax efficiency and in‑house fundamental research supplemented by third‑party resources. Portfolios are tailored to client objectives and typically intended to be held for multiple years, with an explicit minimum horizon of five years and an emphasis on minimizing turnover once allocations are constructed.

Gibraltar is notable among peers for its involvement with pooled vehicles and private funds: it advises four GCM Opportunities private funds (focused largely on real estate and related alternative investments) whose managers are wholly owned subsidiaries and which pay a carried interest (performance‑based) to the affiliates. The firm also has accounting professionals and attorneys on staff and offers standalone tax preparation and bookkeeping services, and it discloses situations where it serves in trust or executor roles or has access to client accounts, which can create conflicts the firm says it addresses through policies and annual audited reporting for the funds.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Real estate investing Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable

Project-based

Hourly rates for tax preparation and business consulting services, depending on experience and complexity

Performance-based

No performance-based fees for managed accounts; however, the firm's subsidiaries receive a 20% carried interest on Funds after preferred return and capital return

Other

Account minimum: $500,000

Main office

See office

7304 S. Yale Avenue

Tulsa OK 74136

Advisors at this office

16

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Iowa · Louisiana · Missouri · Nebraska · Oklahoma · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christian V

CFA®, Series 65

Urbandale, IA

Gibraltar Capital Management, Inc.

Christian Voigtlander is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Gibraltar Capital Management, Inc. since 2018, with prior experience at Helmerich & Payne, Inc. and Rustic Cuff. Christian is based in Urbandale, IA. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and offers a broad range of services including portfolio management, financial planning, tax preparation, bookkeeping, and business consulting.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Robert W

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Robert Willis is a financial advisor at Gibraltar Capital Management, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at AIM Investment Holdings and served in educational roles at Oklahoma State University and Regent Prep. Gibraltar Capital Management serves individuals, pension plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and offers a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Michael C

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Michael Cropper is a financial advisor with Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 designation and six years of industry experience. He previously worked at Rupe Helmer Group for three years before joining Gibraltar Capital Management in 2019. Cropper serves as a member of the advisory board for an oilfield and industrial safety training provider and is involved in several investment-related limited liability companies. Gibraltar Capital Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and foundations. The firm employs an active, value-oriented, total-return investment approach with a long-term focus and provides a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Jamie C

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Jamie Cox is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 credential and with six years of industry experience. He previously worked at Merit Advisors for five years before joining Gibraltar Capital Management in 2018. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm emphasizes an active, value-oriented, total-return investment approach with a long-term perspective, offering services including portfolio management, financial planning, tax preparation, and business consulting.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Bret B

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Bret Breibeck is a financial advisor at Gibraltar Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Gibraltar in 2025, he worked at Truity Federal Credit Union, Walmart Distribution Center, and Big Lots. He is also a commissioned notary in Tulsa, Oklahoma. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and offers a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Mccrary L

CFA®, Series 63

Tulsa, OK

Gibraltar Capital Management, Inc.

Mccrary Lowe is a CFA® charterholder with 24 years of experience at Gibraltar Capital Management, Inc. in Tulsa, OK, where he has worked since 2002. He serves as a board member of the Oklahoma Law Enforcement Retirement System. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and institutional clients through discretionary portfolio management, financial planning, and related services. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and emphasizes tax efficiency and fundamental research.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

James R

CFA®, Series 63

Tulsa, OK

Gibraltar Capital Management, Inc.

James Redman is a CFA® charterholder with 24 years of experience in the financial industry, all of which have been with Gibraltar Capital Management, Inc. in Tulsa, OK. He serves as an advisor at the firm and holds the Series 63 license. Outside his advisory role, Mr. Redman is involved in several business ventures, including managing non-investment activities such as timberland acreage and serving on the board of Gateway First Bank. Gibraltar Capital Management serves a range of clients including individuals, pension and profit-sharing plans, foundations, and institutional investors. The firm follows an active, value-oriented, total-return investment approach with an emphasis on tax efficiency and fundamental research, and it offers services such as portfolio management, financial planning, tax preparation, and family financial education.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Blake C

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Blake Chrisman is an advisor at Gibraltar Capital Management, Inc. in Tulsa, OK with a Series 65 designation. He joined the firm in 2026 and has prior experience with Student Mobilization from 2008 to 2026. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective, offering a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Joseph H

Series 66

Tulsa, OK

Gibraltar Capital Management, Inc.

Joseph Hoffman Jr. is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, Oklahoma, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial, Jay & Associates, and title companies in Oklahoma. Outside of finance, he is a board member and CFO of Global Domination Group, LLC, an esports gaming tournaments and platform company. Gibraltar Capital Management serves a range of clients from individuals to institutional investors, offering comprehensive wealth management services including discretionary portfolio management, financial planning, tax preparation, and business consulting. The firm employs an active, value-oriented, total-return investment strategy with a long-term horizon and is notable for its involvement with private funds and pooled investment vehicles.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
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Kelsey A

CFP®, Series 65

Edmond, OK

Gibraltar Capital Management, Inc.

Kelsey Ardies is a CFP® and Series 65-registered financial advisor with Gibraltar Capital Management, Inc., where she has worked since 2014. She has 10 years of industry experience. Outside of her advisory role, she serves as a trustee and member of the investment committee for the Teacher's Retirement System of Oklahoma. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective, emphasizing tax efficiency and in-house fundamental research.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Thomas S

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Thomas Sullivent Jr. is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, with nine years of industry experience. He holds a Series 65 designation and has worked at Gibraltar Capital Management since 2017, following a brief tenure at Raymond James Financial Services Advisors. He is also actively involved in legal practice as an owner of Sullivent & Fortanez LLC, a law firm. Gibraltar Capital Management serves a diverse client base including individuals, pension plans, foundations, and institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and emphasizes tax efficiency and in-house fundamental research.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Andrew B

CFA®, Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Andrew Boyd is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has been with Gibraltar Capital Management, Inc. since 2010. Boyd serves as a trustee and investment committee chair for the Oklahoma Public Employees Retirement System and sits on the board of GetsLocal, Inc., a loyalty network for local merchants and small businesses. Gibraltar Capital Management provides discretionary portfolio management, financial planning, and additional financial services to individuals, pension plans, foundations, and institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term focus and is known for its work with private funds and pooled investment vehicles.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Mason R

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Mason Rike is a financial advisor at Gibraltar Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Strategic Financial Partners and the University of Arkansas. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and offers a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Jonathan W

CFP®, Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Jonathan Wielenga is a CFP®-certified financial advisor with five years of industry experience, currently serving at Gibraltar Capital Management, Inc. since 2021. He previously worked at JPMorgan Chase & Co. and Thomson Reuters, and has experience in both corporate and academic settings. Gibraltar Capital Management serves a diverse clientele including high-net-worth individuals, institutions, and private funds. The firm employs an active, value-oriented investment strategy focused on long-term, tax-efficient portfolio management, complemented by services such as tax preparation, business consulting, and family financial education.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Jordan K

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Jordan King is a Series 65-licensed advisor with Gibraltar Capital Management, Inc. in Tulsa, Oklahoma, where he has worked since 2025. He has one year of industry experience and previously held roles at the University of Oklahoma, Security Centers Inc., Tulsa Community College, and Catoosa Public Schools. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment strategy with a long-term perspective and provides a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Active portfolio management Real estate investing Tax-loss harvesting Founder/Business Owner Executive
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