Gibraltar Capital Management, Inc.
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 529
- Avg AUM / client
- $2.6M
- Accounts
- 2,041
- Employees
- 31
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 265 | $88.5M | 6.56% |
| High net worth individuals | 240 | $1.0B | 76.5% |
| Pooled investment vehicles (non-investment companies) | 4 | $121M | 8.97% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.0M | 0.37% |
| Charitable organizations | 12 | $58.5M | 4.34% |
| Corporations and other businesses | 8 | $44.2M | 3.28% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $106M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gcm Opportunities Fund Iii, Llc | Real Estate Fund | Oklahoma | $52.4M | 75 |
| Gcm Opportunities Fund Ii, Llc | Real Estate Fund | Oklahoma | $32.0M | 43 |
| Gcm Opportunities Fund I, Llc | Real Estate Fund | Oklahoma | $21.2M | 26 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Conner & Winters Pension Plan Conner & Winters, Llp | 2024 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Edward Redman | President | CFA | Jul 2002 (24y) | 50% – 75% |
| Meyer, Linda | Board Member | Jul 2002 (24y) | 5% – 10% | |
| Whitwell, Sara Elizabeth | Board Member | Jul 2002 (24y) | 5% – 10% | |
| Mccrary Oliver Lowe | Vice President & Chief Compliance Officer | CFA | Aug 2002 (24y) | 25% – 50% |
| Joseph Alan Hoffman | Registered representative | Jun 2023 (3y) | ||
| Michael Christopher Cropper | Registered representative | Oct 2024 (2y) | ||
| Jonathan Christopher Wielenga | Registered representative | CFP | Oct 2024 (2y) | |
| Robert Isaac Willis | Registered representative | Oct 2024 (2y) | ||
| Jamie Leann Cox | Registered representative | Nov 2024 (2y) | ||
| Kelsey Newman Ardies | Registered representative | CFP | Nov 2024 (2y) | |
| Brian Malcolm Cunningham | Registered representative | CFP | Nov 2024 (2y) | |
| Christian Thomas Voigtlander | Registered representative | CFA | Dec 2024 (2y) | |
| Thomas Jackson Sullivent | Registered representative | Dec 2024 (2y) | ||
| Andrew Simpson Boyd | Registered representative | CFA | Dec 2024 (2y) | |
| Jordan James King | Registered representative | Jan 2025 (2y) | ||
| Gene Steven Gurley | Registered representative | CFP | Jan 2025 (2y) | |
| Mark Anthony Miller | Registered representative | Personal Financial Specialist CFA | Jan 2025 (2y) | |
| Mason Sidney Rike | Registered representative | Feb 2025 (1y) | ||
| Bret David Breibeck | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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, $106M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gcm Opportunities Fund Iii, Llc | Real Estate Fund | $52.4M | $100K | 75 |
| Gcm Opportunities Fund Ii, Llc | Real Estate Fund | $32.0M | $100K | 43 |
| Gcm Opportunities Fund I, Llc | Real Estate Fund | $21.2M | $100K | 26 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Conner & Winters Pension Plan | Conner & Winters, Llp | 70 | $5.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 2.02 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
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $876M (65% of AUM) Jun 2026
- Charles Schwab & Co. $331M (25% of AUM) Jun 2026
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: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗