Gibraltar Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
$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
Hourly rates for tax preparation and business consulting services, depending on experience and complexity
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
Account minimum: $500,000
Main office
See office7304 S. Yale Avenue
Tulsa OK 74136
Advisors at this office
16
Offices (3)
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
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Advisors at this firm
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