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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gallacher Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Gallacher Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gallacher Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gallacher Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gallacher Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gallacher Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gallacher Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Gallacher Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Gallacher Capital Management?","answer":"Gallacher Capital Management’s main office is at 10465 Park Meadows DR, #107, Lone Tree, CO 80124. Its phone number is 303-708-1640. 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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."}