Gallagher Capital Advisors, Llc
- Regulatory AUM
- $263M
- Discretionary
- $133M
- Clients
- 302
- Avg AUM / client
- $871K
- Accounts
- 553
- Employees
- 1
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) | 262 | $64.1M | 24.4% |
| High net worth individuals | 40 | $159M | 60.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $22.3M | 8.48% |
| Charitable organizations | Fewer than 5 clients | $2.9M | 1.1% |
| Corporations and other businesses | Fewer than 5 clients | $14.8M | 5.62% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Harris Packaging Corporation 401(k) Plan Harris Packaging Corporation | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Robert Gallagher | Managing Member And Chief Compliance Officer | Apr 2014 (12y) | 75% or more |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Harris Packaging Corporation 401(k) Plan | Harris Packaging Corporation | 204 | $18.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 903 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $263M (100% of AUM) Mar 2026
- John Hancock Investment Management Distributors Llc $15.1M (10% of AUM) Feb 2024
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) ↗