Gehrig Capital Management, Inc.
- Regulatory AUM
- $204M
- Discretionary
- $204M
- Clients
- 652
- Avg AUM / client
- $313K
- Accounts
- 1,072
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 594 | $96.5M | 47.3% |
| High net worth individuals | 50 | $98.4M | 48.3% |
| Corporations and other businesses | 8 | $9.0M | 4.44% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lothar B Gehrig | President/Chief Compliance Officer | Dec 2003 (23y) | 75% or more | |
| Gregory Gunter Gehrig | Registered representative | Sep 2012 (14y) | ||
| Andrew Otis Masteller | Registered representative | May 2014 (12y) | ||
| Eric Otto Gehrig | Registered representative | Dec 2020 (6y) | ||
| Matthew D Ninkovich | Registered representative | Jan 2021 (6y) |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: FAILURE TO FILE FORM ADV BETWEEN JANUARY TO MARCH 2018 Status: Final Sanction Detail: GEHRIG CAPITAL ACKNOWLEDGES A CONSENT ORDER THAT THE FIRM FAILED TO FILE A FORM ADV BETWEEN JANUARY TO MARCH 2018. THE CONSENT ORDER WAS SIGNED ON 5/2/2018. Summary: GEHRIG CAPITAL ACKNOWLEDGES A CONSENT ORDER THAT THE FIRM FAILED TO FILE A FORM ADV BETWEEN JANUARY TO MARCH 2018. THE CONSENT ORDER WAS SIGNED ON 5/2/2018.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $204M (100% of AUM) Mar 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: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗