Edmond, OK Office

Gibraltar Capital Management is a SEC-registered investment adviser serving individuals (including high-net-worth clients), pension and profit-sharing plans, foundations and other institutional clients, and investors in private pooled vehicles. In addition to discretionary portfolio management and financial planning, the firm offers tax preparation, bookkeeping and accounting services, business consulting, insurance coordination, and retirement-plan consulting, with tax services available on a standalone basis to non-investment clients.

The firm follows an active, value-oriented, long-term total-return investment approach that emphasizes tax efficiency, in-house fundamental research, and technology-assisted analysis, generally targeting multi-year hold periods. For its private funds, Gibraltar selects and manages alternative investments—principally direct and indirect real estate, small-entity financing, and hard assets—and provides annual valuations and audited financial statements to fund investors.

Gibraltar is distinctive among peer team firms for operating affiliated accounting/bookkeeping capabilities and employing CPAs, and for sponsoring and advising four private funds through wholly owned subsidiaries, where managers receive carried interest and the funds pay performance-linked economics. The firm also maintains multiple offices (five) and combines liquid separate-account management with illiquid pooled vehicles and fund sponsorship, arrangements the brochure notes may create side-by-side conflicts that the firm addresses through differing mandates and allocation policies.