Gables Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 1 private fund.
Gables Capital Management reports 178 clients. They include 76 high-net-worth individuals, 54 corporations and other businesses, and 43 individual clients. Of its assets, 100.0% ($439M across 359 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 24% | 2% |
| High-net-worth individuals | 43% | 38% |
| Pooled investment vehicles | <1% | 4% |
| Pension and profit-sharing plans | 2% | <1% |
| Charitable organizations | <1% | 2% |
| Other client typesCorporations and other businesses | 30% | 52% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 43 | $8.97M | 2.0% | $209K |
| High-net-worth individuals | 76 | $168M | 38.3% | $2.21M |
| Pooled investment vehicles | 1 | $19M | 4.3% | $19M |
| Pension and profit-sharing plans | Fewer than 5 | $2.74M | 0.6% | $912K |
| Charitable organizations | Fewer than 5 | $10.9M | 2.5% | $10.9M |
| Corporations and other businesses | 54 | $229M | 52.2% | $4.24M |
| Total | 178 | $439M | 100% | — |
- Clients
- 43
- Regulatory AUM
- $8.97M
- AUM share
- 2.0%
- Avg. per client
- $209K
- Clients
- 76
- Regulatory AUM
- $168M
- AUM share
- 38.3%
- Avg. per client
- $2.21M
- Clients
- 1
- Regulatory AUM
- $19M
- AUM share
- 4.3%
- Avg. per client
- $19M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.74M
- AUM share
- 0.6%
- Avg. per client
- $912K
- Clients
- Fewer than 5
- Regulatory AUM
- $10.9M
- AUM share
- 2.5%
- Avg. per client
- $10.9M
- Clients
- 54
- Regulatory AUM
- $229M
- AUM share
- 52.2%
- Avg. per client
- $4.24M
Total
- Clients
- 178
- Regulatory AUM
- $439M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Gables Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Eric McKenna owns 50% to 75% of Gables Capital Management. The leadership team of Gables Capital Management includes President Eric McKenna and Chief Compliance Officer Judith Neiwirth. It has 8 employees, 5 of them in advisory roles.
Leadership
- Eric McKennaPresident
- Judith NeiwirthExecutive Vice President/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Alec Michael McKenna
- Eric Michael McKenna
- Judith Ellen Neiwirth
Staff
- 8 employees
- 5 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of Gables Capital Management Inc
Eric McKenna
Control person · since April 1997
- Owns 25% to 50% of Gables Capital Management Inc
Judith Neiwirth
Control person · since September 1997
Gables Capital Management’s regulatory assets fell from $510M (July 2021) to $439M (March 2026); clients rose from 146 to 178 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $439M | 178 | 8 | 2 |
| March 2025 | $424M | 173 | 7 | 2 |
| March 2024 | $349M | 170 | 6 | 1 |
| March 2023 | $304M | 157 | 5 | 1 |
| March 2022 | $353M | 154 | 5 | 1 |
| July 2021 | $510M | 146 | 5 | 1 |
Besides its headquarters, Gables Capital Management has 1 office (1 private residence, listed without an address), with 1 listed address in Florida.
Florida · 1 listed address
- 801 Brickell Avenue, Suite 650, MiamiHQ
Contact and registration details
- Legal name
- Gables Capital Management Inc
- Headquarters
- 801 Brickell Avenue, Suite 650, Miami, FL 33131
- Website
- gablescapital.com
- Phone
- 305-374-9121
- SEC file
- 801-54966
- Structure
- Florida corporation
- Fiscal year end
- December
Gables Capital Management uses RBC Capital Markets ($199M, 52%), Argent Trust ($132M, 34%) and Clearpoint Federal Bank & Trust ($52.6M, 14%) as custodians for its separately managed accounts. Gables Capital Management has custody of $22.4M in client assets for 10 clients.
- RBC Capital MarketsRBC Capital Markets, LLC · New York, NY · $199M52%
- Argent TrustArgent Trust Company · Ruston, LA · $132M34%
- Clearpoint Federal Bank & TrustClearpoint Federal Bank & Trust · Batesville, IN · $52.6M14%
At year end, Gables Capital Management’s separately managed accounts were largely in stocks (40%) and bonds (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $277M across 508 positions; the largest are Nvidia Corporation (7.7%), Apple Inc. (5.8%) and Catalyst Pharmaceuticals Inc. (4.8%).
What the accounts hold
- Stocks40%
- Funds14%
- Registered funds13%
- Pooled vehicles1%
- Bonds40%
- Investment grade corporate bonds24%
- U.S. government and agency bonds12%
- State and local bonds2%
- High-yield corporate bonds2%
- Cash6%
Reported 13F holdings
- $277M
- Reported 13F value
- 508
- Positions
- 36.2%
- In the 10 largest
- +17.3%
- Value vs. prior quarter
- Nvidia Corporation7.7%
- Apple Inc.5.8%
- Catalyst Pharmaceuticals Inc.4.8%
- Mastec Inc.2.9%
- Palantir Technologies Inc. · CL A2.9%
- Caterpillar Inc.2.8%
- JPMORGAN Chase & CO2.6%
- Micron Technology Inc.2.5%
- Alphabet Inc. · Cap Stk CL C2.2%
- Home Depot Inc.2.0%
Together, the ten largest are 36.2% of reported value.
How many clients does Gables Capital Management have?
Gables Capital Management has 178 clients and manages $439 million for them, as of March 2026. They include 76 high-net-worth individuals, 54 corporations and other businesses, and 43 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Gables Capital Management offer?
Gables Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Gables Capital Management use?
Gables Capital Management’s separately managed account assets are held at RBC Capital Markets, LLC (New York, NY), with $199M, Argent Trust Company (Ruston, LA), with $132M and Clearpoint Federal Bank & Trust (Batesville, IN), with $52.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Gables Capital Management have?
Gables Capital Management has 1 investment adviser representative registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gables Capital Management invest in?
At the end of its last fiscal year, Gables Capital Management’s separately managed accounts held 40% exchange-traded equities, 24% investment grade corporate bonds, 13% registered funds (mutual funds, ETFs, BDCs), 12% U.S. government and agency bonds, 6% cash and equivalents, 2% state and local bonds, 2% high-yield corporate bonds and 1% pooled vehicles (private funds and similar). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gables Capital Management?
Gables Capital Management’s direct owners are Eric McKenna (50% to 75%) and Judith Neiwirth (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Gables Capital Management get paid?
Gables Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gables Capital Management?
Gables Capital Management’s main office is at 801 Brickell Avenue, Suite 650, Miami, FL 33131. Its phone number is 305-374-9121. Its website is gablescapital.com.