Gallacher Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 500 clients last fiscal year. The firm advises 3 private funds.
Gallacher Capital Management reports 516 clients. They include 394 individual clients, 119 high-net-worth individuals and 3 pooled investment vehicles. Of its assets, 92.1% ($497M across 1,269 accounts) are managed with discretion; $42.5M across 71 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 22% |
| High-net-worth individuals | 23% | 73% |
| Pooled investment vehicles | <1% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 394 | $120M | 22.3% | $305K |
| High-net-worth individuals | 119 | $391M | 72.6% | $3.29M |
| Pooled investment vehicles | 3 | $27.2M | 5.1% | $9.08M |
| Total | 516 | $539M | 100% | $1.04M |
- Clients
- 394
- Regulatory AUM
- $120M
- AUM share
- 22.3%
- Avg. per client
- $305K
- Clients
- 119
- Regulatory AUM
- $391M
- AUM share
- 72.6%
- Avg. per client
- $3.29M
- Clients
- 3
- Regulatory AUM
- $27.2M
- AUM share
- 5.1%
- Avg. per client
- $9.08M
Total
- Clients
- 516
- Regulatory AUM
- $539M
- AUM share
- 100%
- Avg. per client
- $1.04M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
- Financial planning clients last fiscal year
- 500
Gallacher Capital Management charges up to 1.50% for its Investment Advisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are a flat fee per plan ranging from $2,500 to $20,000, negotiated with the client and stated in the Client Agreement.
Gallacher, LLC owns 75% or more of Gallacher Capital Management and is in turn owned by Janine Gallacher (75% or more). It has 14 employees, 10 of them in advisory roles.
Leadership
- Kevin GallacherManager
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- John C Gillespie
- Quentin Garrett Stoker
Staff
- 14 employees
- 10 in advisory functions
- 10 state-registered reps
- 5 insurance agents
- Owns 75% or more of Gallacher Capital Management LLC
Gallacher, LLC
since April 2007
- Owns 75% or more of Gallacher, LLC
Janine Gallacher
Control person · since April 2007
Kevin Gallacher
Manager · Control person · since April 2007
- Owns 5% to 10% of Gallacher Capital Management LLC
Gillespie Holdings, LLC
since April 2013
- Owns 50% to 75% of Gillespie Holdings, LLC
John Gillespie
Control person · since April 2013
- Owns 5% to 10% of Gallacher Capital Management LLC
Krona, LLC
since December 2017
- Owns 50% to 75% of Krona, LLC
Jordan Gallacher
Control person · since December 2017
Gallacher Capital Management’s regulatory assets grew from $425M (April 2021) to $539M (March 2026); clients rose from 437 to 516 and employees from 12 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $539M | 516 | 14 | 5 |
| June 2025 | $488M | 525 | 14 | 5 |
| March 2024 | $463M | 530 | 15 | 4 |
| March 2023 | $422M | 470 | 13 | 4 |
| March 2022 | $455M | 458 | 11 | 4 |
| April 2021 | $425M | 437 | 12 | 4 |
Besides its headquarters, Gallacher Capital Management has 4 offices, with 5 listed addresses in Arizona, California and Colorado.
Arizona · 3 listed addresses
- 1747 E Morten Ave, Phoenix
- 1830 S Alma School RD, Mesa
- 2730 S Val Vista DR, Gilbert
California · 1 listed address
- 72960 Fred Waring Drive, Palm Desert
Colorado · 1 listed address
- 10465 Park Meadows DR, #107, Lone TreeHQ
Other business names
Gallacher Capital Management has reported 3 other business names to the SEC.
- Bringhurst Financial Service
- Gallacher Capital Management, LLC
- JD Wealth Management LLC
Contact and registration details
- Legal name
- Gallacher Capital Management LLC
- Headquarters
- 10465 Park Meadows DR, #107, Lone Tree, CO 80124
- Website
- gallachercapital.com
- Phone
- 303-708-1640
- SEC file
- 801-68279
- Founded
- 1993
- Structure
- Colorado LLC
- Fiscal year end
- December
Gallacher Capital Management uses Fidelity ($306M, 67%) and Charles Schwab ($149M, 33%) as custodians for its separately managed accounts. Gallacher Capital Management has custody of $140M in client assets for 202 clients.
- FidelityFidelity Distributors Company LLC · Boston, MA · $306M67%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $149M33%
At year end, Gallacher Capital Management’s separately managed accounts were mostly in stocks (73%) and funds (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $178M across 259 positions; the largest are Alps ETF TR (4.5%), iShares TR (3.3%) and J P Morgan Exchange Traded F (3.2%).
What the accounts hold
- Stocks73%
- Funds22%
- Bonds2%
- Cash3%
Reported 13F holdings
- $178M
- Reported 13F value
- 259
- Positions
- 25.3%
- In the 10 largest
- −31.6%
- Value vs. prior quarter
- Alps ETF TR · Smith Core Plus4.5%
- iShares TR · S&P 500 Grwt ETF3.3%
- J P Morgan Exchange Traded F · Active Bond ETF3.2%
- Berkshire Hathaway Inc. Del · CL B New3.0%
- Vanguard Index Fds · Total Stk Mkt2.4%
- J P Morgan Exchange Traded F · Ultra Shrt ETF2.2%
- iShares Inc. · MSCI Emrg Chn2.0%
- Apple Inc.1.7%
- Vanguard Index Fds · S&P 500 ETF Shs1.6%
- iShares TR · Core S&P500 ETF1.5%
Together, the ten largest are 25.3% of reported value.
How many clients does Gallacher Capital Management have?
Gallacher Capital Management has 516 clients and manages $539 million for them, as of March 2026. They include 394 individual clients, 119 high-net-worth individuals and 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Gallacher Capital Management offer?
Gallacher Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Gallacher Capital Management charge?
Gallacher Capital Management charges up to 1.50% for its Investment Advisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable.
Source: PART 2A FIRM BROCHURE - GALLACHER CAPITAL MANAGEMENT, filed 30 March 2026
Which custodians does Gallacher Capital Management use?
Gallacher Capital Management’s separately managed account assets are held at Fidelity Distributors Company LLC (Boston, MA), with $306M and Charles Schwab & Co., Inc. (Westlake, TX), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Gallacher Capital Management have?
Gallacher Capital Management has 10 investment adviser representatives registered with state securities authorities, out of 14 employees, and 10 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 Management invest in?
At the end of its last fiscal year, Gallacher Capital Management’s separately managed accounts held 73% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% U.S. government and agency bonds. It advises 3 private funds.
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 Management?
Gallacher Capital Management is owned through holding companies by Janine Gallacher, John Gillespie and Jordan Gallacher. Its direct owners are Gallacher, LLC (75% or more), Gillespie Holdings, LLC (5% to 10%) and Krona, LLC (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Gallacher Capital Management get paid?
Gallacher Capital Management is paid through a percentage of assets under management, fixed fees 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
Is Gallacher Capital Management registered with the SEC?
Yes, Gallacher Capital Management has been registered with the SEC as an investment adviser since 29 August 2007. Its CRD number is 113189 and its SEC file number is 801-68279.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Gallacher Capital Management?
Gallacher Capital Management’s main office is at 10465 Park Meadows DR, #107, Lone Tree, CO 80124. Its phone number is 303-708-1640. Its website is gallachercapital.com.