Gallacher Capital Management Llc
- Regulatory AUM
- $539M
- Discretionary
- $497M
- Clients
- 516
- Avg AUM / client
- $1.0M
- Accounts
- 1,340
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 258 positions, $178,296,836)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alps Etf Tr | SMITH CORE PLUS | $7,960,561 | 309,268 | 4.46% | 1.48% |
| 2 | Ishares Tr | S&P 500 GRWT ETF | $5,816,600 | 42,293 | 3.26% | 1.08% |
| 3 | J P Morgan Exchange Traded F | ACTIVE BOND ETF | $5,724,312 | 106,996 | 3.21% | 1.06% |
| 4 | Berkshire Hathaway Inc Del | CL B NEW | $5,280,502 | 10,553 | 2.96% | 0.98% |
| 5 | Vanguard Index Fds | TOTAL STK MKT | $4,282,328 | 11,573 | 2.4% | 0.79% |
| 6 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $3,909,225 | 77,303 | 2.19% | 0.73% |
| 7 | Ishares Inc | MSCI EMRG CHN | $3,595,001 | 35,142 | 2.02% | 0.67% |
| 8 | Apple Inc | COM | $2,941,905 | 10,167 | 1.65% | 0.55% |
| 9 | Vanguard Index Fds | S&P 500 ETF SHS | $2,867,179 | 4,175 | 1.61% | 0.53% |
| 10 | Ishares Tr | CORE S&P500 ETF | $2,697,812 | 3,602 | 1.51% | 0.5% |
| 11 | Ishares Tr | CORE DIV GRWTH | $2,440,531 | 32,201 | 1.37% | 0.45% |
| 12 | J P Morgan Exchange Traded F | US QUALTY FCTR | $2,419,328 | 33,472 | 1.36% | 0.45% |
| 13 | State Str Spdr Dow Jones Ind | UT SER 1 | $2,033,575 | 3,893 | 1.14% | 0.38% |
| 14 | Ishares Tr | LATN AMER 40 ETF | $1,768,901 | 52,412 | 0.99% | 0.33% |
| 15 | Select Sector Spdr Tr | ST STR TECHN ETF | $1,666,682 | 8,748 | 0.93% | 0.31% |
| 16 | Vanguard World Fd | INF TECH ETF | $1,596,340 | 13,356 | 0.9% | 0.3% |
| 17 | Ishares Tr | RUS 1000 GRW ETF | $1,579,639 | 12,722 | 0.89% | 0.29% |
| 18 | First Tr Exch Traded Fd Iii | PFD SECS INC ETF | $1,555,290 | 86,985 | 0.87% | 0.29% |
| 19 | Ishares Tr | INTL EQTY FACTOR | $1,475,641 | 36,026 | 0.83% | 0.27% |
| 20 | Ishares Tr | MSCI CHINA ETF | $1,446,782 | 28,354 | 0.81% | 0.27% |
| 21 | Ishares Tr | MSCI USA MMENTM | $1,429,887 | 4,171 | 0.8% | 0.27% |
| 22 | Vanguard Specialized Funds | DIV APP ETF | $1,338,734 | 5,658 | 0.75% | 0.25% |
| 23 | Micron Technology Inc | COM | $1,292,850 | 1,120 | 0.73% | 0.24% |
| 24 | Lam Research Corp | COM NEW | $1,224,793 | 2,826 | 0.69% | 0.23% |
| 25 | Alphabet Inc | CAP STK CL A | $1,145,599 | 3,206 | 0.64% | 0.21% |
Top 25 of 258 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 394 | $120M | 22.3% |
| High net worth individuals | 119 | $391M | 72.6% |
| Pooled investment vehicles (non-investment companies) | 3 | $27.2M | 5.05% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $42.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gem Private Equity Fund, Lp | Private Equity Fund | Delaware | $20.0M | 63 |
| Gem Gohomeport Fund I, L.P. | Private Equity Fund | Delaware | $18.2M | 54 |
| Gem Private Equity Fund Ii, Lp | Private Equity Fund | Delaware | $4.0M | 23 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Ernest Gallacher | Manager | Jan 1999 (28y) | ≈ 37.5% – 75% via Gallacher, Llc | |
| Gallacher, Janine, Dee | Member | Apr 2007 (19y) | ≈ 37.5% – 75% via Gallacher, Llc | |
| John C Gillespie | Mananger | May 2009 (17y) | ≈ 2.5% – 7.5% via Gillespie Holdings, Llc | |
| Gillespie, Shauna, K | Member | Apr 2013 (13y) | ≈ 2.5% – 7.5% via Gillespie Holdings, Llc | |
| Gallacher, Jordan, Kevin | Manager | Dec 2017 (9y) | ≈ 2.5% – 7.5% via Krona, Llc | |
| Gallacher, Nathalie | Member | Dec 2017 (9y) | ≈ 2.5% – 7.5% via Krona, Llc | |
| Quentin Garrett Stoker | Cco | Personal Financial Specialist | Jan 2024 (3y) | Less than 5% |
| Jill Lynne Ditter | Registered representative | CFP | May 2013 (13y) | |
| Shawn Kelly Jones | Registered representative | CFP | Jun 2014 (12y) | |
| Ronald Gardner Bringhurst | Registered representative | Jul 2017 (9y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gallacher, Llc | Member | Apr 2007 | A | 75% or more |
| Gillespie Holdings, Llc | Member | Apr 2013 | A | 5% – 10% |
| Krona, Llc | Member | Dec 2017 | A | 5% – 10% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kevin Ernest Gallacher: 50% – 75% of Gallacher, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Gallacher, Janine, Dee: 50% – 75% of Gallacher, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- John C Gillespie: 50% – 75% of Gillespie Holdings, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Gillespie, Shauna, K: 50% – 75% of Gillespie Holdings, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Gallacher, Jordan, Kevin: 50% – 75% of Krona, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Gallacher, Nathalie: 50% – 75% of Krona, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $42.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gem Private Equity Fund, Lp | Private Equity Fund | $20.0M | $500K | 63 |
| Gem Gohomeport Fund I, L.P. | Private Equity Fund | $18.2M | $100K | 54 |
| Gem Private Equity Fund Ii, Lp | Private Equity Fund | $4.0M | $500K | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $306M (57% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $188M (61% of AUM) Mar 2019
- Charles Schwab & Co. $149M (28% of AUM) Mar 2026
- LPL Financial $27.7M (7% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗