Gehrig Capital Management provides portfolio management for individuals and small businesses.
Gehrig Capital Management reports 652 clients. They include 594 individual clients, 50 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 100.0% ($204M across 1,072 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 47% |
| High-net-worth individuals | 8% | 48% |
| Corporations and other businesses | 1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 594 | $96.5M | 47.3% | $162K |
| High-net-worth individuals | 50 | $98.4M | 48.3% | $1.97M |
| Corporations and other businesses | 8 | $9.05M | 4.4% | $1.13M |
| Total | 652 | $204M | 100% | $313K |
- Clients
- 594
- Regulatory AUM
- $96.5M
- AUM share
- 47.3%
- Avg. per client
- $162K
- Clients
- 50
- Regulatory AUM
- $98.4M
- AUM share
- 48.3%
- Avg. per client
- $1.97M
- Clients
- 8
- Regulatory AUM
- $9.05M
- AUM share
- 4.4%
- Avg. per client
- $1.13M
Total
- Clients
- 652
- Regulatory AUM
- $204M
- AUM share
- 100%
- Avg. per client
- $313K
- 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
Gehrig Capital Management charges 1.00% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Lothar Gehrig owns 75% or more of Gehrig Capital Management. The leadership team of Gehrig Capital Management includes President Lothar Gehrig. It has 5 employees.
Leadership
- Lothar GehrigPresident/Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- Owns 75% or more of Gehrig Capital Management, Inc.
Lothar Gehrig
Control person · since December 2003
Gehrig Capital Management’s regulatory assets grew 1.8× from $114M (March 2021) to $204M (September 2026); clients rose from 435 to 652 and employees fell from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $204M | 652 | 5 | 1 |
| January 2025 | $177M | 618 | 5 | 1 |
| January 2024 | $138M | 582 | 4 | 1 |
| February 2023 | $135M | 478 | 5 | 1 |
| March 2022 | $135M | 478 | 5 | 1 |
| March 2021 | $114M | 435 | 6 | 1 |
Besides its headquarters, Gehrig Capital Management has 0 offices, with 1 listed address in Indiana.
Indiana · 1 listed address
- 8001 Broadway, Suite 200, MerrillvilleHQ
Other business names
Gehrig Capital Management has reported 1 other business name to the SEC.
- Gehrig & Homberg, P.C.
Contact and registration details
- Legal name
- Gehrig Capital Management, Inc.
- Headquarters
- 8001 Broadway, Suite 200, Merrillville, IN 46410-5546
- Website
- Not reported
- Phone
- 219-663-8005
- SEC file
- 801-120868
- Structure
- Illinois corporation
- Fiscal year end
- December
Gehrig Capital Management uses Fidelity ($204M) as custodian for its separately managed accounts. Gehrig Capital Management has custody of $2.08M in client assets for 1 client.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $204M100%
At year end, Gehrig Capital Management’s separately managed accounts were mostly in funds (95%).
What the accounts hold
- Stocks5%
- Funds95%
How many clients does Gehrig Capital Management have?
Gehrig Capital Management has 652 clients and manages $204 million for them, as of September 2026. They include 594 individual clients, 50 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Gehrig Capital Management offer?
Gehrig Capital Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gehrig Capital Management charge?
Gehrig Capital Management charges 1.00% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A - GEHRIG CAPITAL MANAGEMENT, INC., filed 3 March 2026
Which custodians does Gehrig Capital Management use?
Gehrig Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $204M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does Gehrig Capital Management have?
Gehrig Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 5 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 Gehrig Capital Management invest in?
At the end of its last fiscal year, Gehrig Capital Management’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs) and 5% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gehrig Capital Management?
Gehrig Capital Management’s direct owner is Lothar Gehrig (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Gehrig Capital Management get paid?
Gehrig Capital Management is paid through a percentage of assets under management. 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
How do I contact Gehrig Capital Management?
Gehrig Capital Management’s main office is at 8001 Broadway, Suite 200, Merrillville, IN 46410-5546. Its phone number is 219-663-8005.