Gallacher Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Gallacher Capital reports 15 clients. They include 15 high-net-worth individuals. Of its assets, 100.0% ($111M across 79 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | 2% |
| High-net-worth individuals | 100% | 74% |
| Corporations and other businesses | Fewer than 5 | 25% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.93M | 1.7% | — |
| High-net-worth individuals | 15 | $81.6M | 73.5% | $5.44M |
| Corporations and other businesses | Fewer than 5 | $27.5M | 24.8% | — |
| Total | 15 | $111M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.93M
- AUM share
- 1.7%
- Avg. per client
- —
- Clients
- 15
- Regulatory AUM
- $81.6M
- AUM share
- 73.5%
- Avg. per client
- $5.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $27.5M
- AUM share
- 24.8%
- Avg. per client
- —
Total
- Clients
- 15
- Regulatory AUM
- $111M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Gallacher Capital is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is a flat fee per plan, ranging from $2,500 to $20,000, and may be higher for complex plans.
- Retirement Plan Consulting
- Retirement plan consulting is negotiable at 0.25% to 1% of retirement plan assets, depending on the scope of the engagement.
Oresund LLC owns 75% or more of Gallacher Capital and is in turn owned by The Gem Stone Trust (75% or more). Jordan Gallacher is CEO; the leadership team includes Chief Compliance Officer Quentin Stoker. It has 12 employees, 8 of them in advisory roles.
Leadership
- Jordan GallacherChief Executive Officer
- Quentin StokerChief Compliance Officer
- John GillespieManaging Director
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 12 employees
- 8 in advisory functions
- 8 state-registered reps
- 5 insurance agents
- Owns 75% or more of Gallacher Capital LLC
Oresund LLC
Control person · since October 2025
- Owns 75% or more of Oresund LLC
The Gem Stone Trust
Control person · since October 2025
Nathalie Gallacher
Trustee · Control person · since October 2025
- Owns 10% to 25% of Gallacher Capital LLC
Lakeview Equity LLC
since October 2025
- Owns 75% or more of Lakeview Equity LLC
The Shauna K. Gillespie Revocable Trust
Control person · since October 2025
Shauna Gillespie
Trustee · Control person · since October 2025
Besides its headquarters, Gallacher Capital has 3 offices, with 4 listed addresses in Arizona, California and Colorado.
Arizona · 2 listed addresses
- 1747 E Morten Ave, Phoenix
- 1640 S. Stapley Drive, Mesa
California · 1 listed address
- 72960 Fred Waring Drive, Palm Desert
Colorado · 1 listed address
- 10465 Park Meadows Drive, Suite 107, Lone TreeHQ
Other business names
Gallacher Capital has reported 2 other business names to the SEC.
- Bringhurst Financial Services
- JD Wealth Management LLC
Contact and registration details
- Legal name
- Gallacher Capital LLC
- Headquarters
- 10465 Park Meadows Drive, Suite 107, Lone Tree, CO 80124
- Website
- fwd-wealth.com
- Phone
- 720-739-3930
- SEC file
- 801-134871
- Structure
- Colorado LLC
- Fiscal year end
- December
Gallacher Capital uses Charles Schwab ($111M) as custodian for its separately managed accounts. Gallacher Capital has custody of $51.1M in client assets for 11 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $111M100%
At year end, Gallacher Capital’s separately managed accounts were mostly in stocks (69%) and funds (27%).
What the accounts hold
- Stocks69%
- Funds27%
- Bonds2%
- Cash2%
How many clients does Gallacher Capital have?
Gallacher Capital has 15 clients and manages $111 million for them, as of July 2026. They include 15 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does Gallacher Capital offer?
Gallacher Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Gallacher Capital use?
Gallacher Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $111M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does Gallacher Capital have?
Gallacher Capital has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are 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 Gallacher Capital invest in?
At the end of its last fiscal year, Gallacher Capital’s separately managed accounts held 69% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 2% investment grade corporate bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gallacher Capital?
Gallacher Capital’s direct owners are Lakeview Equity LLC (10% to 25%) and Oresund LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does Gallacher Capital get paid?
Gallacher Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Gallacher Capital registered with the SEC?
Yes, Gallacher Capital has been registered with the SEC as an investment adviser since 12 February 2026. Its CRD number is 339154 and its SEC file number is 801-134871.
Source: Form ADV Part 1A, Item 1, filed 8 July 2026; IAPD firm record
How do I contact Gallacher Capital?
Gallacher Capital’s main office is at 10465 Park Meadows Drive, Suite 107, Lone Tree, CO 80124. Its phone number is 720-739-3930. Its website is fwd-wealth.com.