{"url":"https://nivawealth.com/firms/gallacher-capital-339154","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/339154","regulatoryAum":111061179,"crd":"339154","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7855346","suffix":null,"lastName":"Chambers","firstName":"Austin","middleName":null},{"crd":"7434268","suffix":null,"lastName":"Stacey","firstName":"Boman","middleName":"Bird"},{"crd":"6645528","suffix":null,"lastName":"WRAY","firstName":"JEFFREY","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134871","legalName":"Gallacher Capital LLC","displayName":"Gallacher Capital","slug":"gallacher-capital-339154","website":"https://fwd-wealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10465 Park Meadows Drive, Suite 107","city":"Lone Tree","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80124"},"tradeNames":["Bringhurst Financial Services","JD Wealth Management LLC"],"registration":{"secApproved":"12 February 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":12,"advisory":8,"brokerDealerReps":0,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":111061179,"discretionary":111061179,"discretionaryAccounts":79,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":null,"fewerThan5":true,"regulatoryAum":1934619},{"label":"High-net-worth individuals","clients":15,"regulatoryAum":81637717},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":27488843}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"Financial planning and consulting is a flat fee per plan, ranging from $2,500 to $20,000, and may be higher for complex plans.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051106","versionId":1051106,"submittedOn":"2026-07-08","documentName":"DISCLOSURE BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"Retirement plan consulting is negotiable at 0.25% to 1% of retirement plan assets, depending on the scope of the engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051106","versionId":1051106,"submittedOn":"2026-07-08","documentName":"DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:11:42.191598+00:00","documents":[{"name":"DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051106","versionId":1051106,"submittedOn":"2026-07-08"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":111061179}],"custodyNote":"Gallacher Capital has custody of $51.1M in client assets for 11 clients.","leadership":[{"name":"Jordan Gallacher","title":"Chief Executive Officer","crd":"6205745"},{"name":"Quentin Stoker","title":"Chief Compliance Officer","crd":"7174966"},{"name":"John Gillespie","title":"Managing Director","crd":"4208141"}],"ownership":[{"label":"Lakeview Equity LLC","detail":"Member in the 10% to 25% ownership band, since October 2025."},{"label":"Oresund LLC","detail":"Member in the 75% or more ownership band and a control person, since October 2025."},{"label":"Shauna Gillespie","detail":"Indirect owner: trustee of The Shauna K. Gillespie Revocable Trust and a control person, since October 2025.","parent":"The Shauna K. Gillespie Revocable Trust"},{"label":"Nathalie Gallacher","detail":"Indirect owner: trustee of The Gem Stone Trust and a control person, since October 2025.","parent":"The Gem Stone Trust"},{"label":"The Shauna K. Gillespie Revocable Trust","detail":"Indirect owner: a member of Lakeview Equity LLC in the 75% or more band and a control person, since October 2025.","parent":"Lakeview Equity LLC"},{"label":"The Gem Stone Trust","detail":"Indirect owner: a member of Oresund LLC in the 75% or more band and a control person, since October 2025.","parent":"Oresund LLC"}],"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":2,"addresses":[{"street":"1747 E Morten Ave","city":"Phoenix"},{"street":"1640 S. Stapley Drive","city":"Mesa"}]},{"state":"California","offices":1,"addresses":[{"street":"72960 Fred Waring Drive","city":"Palm Desert"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"10465 Park Meadows Drive, Suite 107","city":"Lone Tree","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"720-739-3930","stateRegisteredReps":8,"otherAdviserReps":8,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":69},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":27},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"8 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/339154/PDF/339154.pdf","brochureDate":"8 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051106","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Gallacher Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gallacher Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Gallacher Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gallacher Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gallacher Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gallacher Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gallacher Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Gallacher Capital registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Gallacher Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 8 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}