Gibraltar Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, retirement plan services, tax planning, and tax preparation. Financial planning was provided to 530 clients last fiscal year. The firm advises 4 private funds.
Gibraltar Capital Management reports 529 clients. They include 265 individual clients, 240 high-net-worth individuals and 12 charitable organizations. Of its assets, 99.6% ($1.34B across 2,040 accounts) are managed with discretion; $5.03M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 7% |
| High-net-worth individuals | 45% | 76% |
| Pooled investment vehicles | <1% | 9% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 2% | 4% |
| Other client typesCorporations and other businesses | 2% | 3% |
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) | 265 | $88.5M | 6.6% | $334K |
| High-net-worth individuals | 240 | $1.03B | 76.5% | $4.3M |
| Pooled investment vehicles | 4 | $121M | 9.0% | $30.3M |
| Pension and profit-sharing plans | Fewer than 5 | $5.03M | 0.4% | — |
| Charitable organizations | 12 | $58.5M | 4.3% | $4.88M |
| Corporations and other businesses | 8 | $44.2M | 3.3% | $5.53M |
| Total | 529 | $1.35B | 100% | — |
- Clients
- 265
- Regulatory AUM
- $88.5M
- AUM share
- 6.6%
- Avg. per client
- $334K
- Clients
- 240
- Regulatory AUM
- $1.03B
- AUM share
- 76.5%
- Avg. per client
- $4.3M
- Clients
- 4
- Regulatory AUM
- $121M
- AUM share
- 9.0%
- Avg. per client
- $30.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.03M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- 12
- Regulatory AUM
- $58.5M
- AUM share
- 4.3%
- Avg. per client
- $4.88M
- Clients
- 8
- Regulatory AUM
- $44.2M
- AUM share
- 3.3%
- Avg. per client
- $5.53M
Total
- Clients
- 529
- Regulatory AUM
- $1.35B
- 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
- 4
- Financial planning clients last fiscal year
- 530
Gibraltar Capital Management charges 0.50%–1.10% a year for its Investment Management Services. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Tax Preparation
- Tax preparation is billed at hourly rates that depend on the experience of the employee and the complexity of the client circumstances.
Redman Trust Created by Agreement Dated the 27th Day of June 2013 owns 50% to 75% of Gibraltar Capital Management. The leadership team of Gibraltar Capital Management includes President McCrary Lowe. It has 31 employees, 18 of them in advisory roles.
Leadership
- McCrary LoweVice President and Chief Compliance Officer
- James RedmanPresident
- Linda MeyerBoard Member
- Sara Elizabeth WhitwellBoard Member
Investment adviser representatives
18 representatives listed in the SEC register as of 9 October 2026.
- Kelsey Newman Ardies
- Andrew Simpson Boyd
- Bret David Breibeck
- Blake Allen Chrisman
- Jamie Leann Cox
- Michael Christopher Cropper
- Brian Malcolm Cunningham
- Gene Steven Gurley
- Joseph Alan Hoffman JR.
- Jordan James King
- McCrary Oliver Lowe
- Mark Anthony Miller
- James Edward Redman
- Mason Sidney Rike
- Thomas Jackson Sullivent JR.
- Christian Thomas Voigtlander
- Jonathan Christopher Wielenga
- Robert Isaac Willis
Staff
- 31 employees
- 18 in advisory functions
- 18 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Gibraltar Capital Management, Inc.
Redman Trust Created by Agreement Dated the 27th Day of June 2013
Control person · since June 2013
James Redman
Trustee · Control person · since June 2013
- Owns 50% to 75% of Gibraltar Capital Management, Inc.
Redman Trust Created by
Control person · since June 2013
- Owns 10% to 25% of Gibraltar Capital Management, Inc.
Lowe Family Trust Dated the 30th Day of April 2018
Control person · since April 2018
McCrary Lowe
Trustee · Control person · since April 2018
- Owns 10% to 25% of Gibraltar Capital Management, Inc.
Lowe Family Trust Dated the 30th
Control person · since April 2018
- Owns 10% to 25% of Gibraltar Capital Management, Inc.
Boyd Family Revocable Trust
Control person · since January 2026
Andrew Boyd
Trustee · Control person · since January 2026
- Owns 5% to 10% of Gibraltar Capital Management, Inc.
Linda Meyer
Control person · since July 2002
- Owns 5% to 10% of Gibraltar Capital Management, Inc.
Sara Elizabeth Whitwell
Control person · since July 2002
- Owns 5% to 10% of Gibraltar Capital Management, Inc.
Linda L. Meyer Revocable Trust Dated 08/03/2000
Control person · since August 2000
- Owns 5% to 10% of Gibraltar Capital Management, Inc.
Linda L. Meyer Revocable Trust
Control person · since August 2000
- Owns 5% to 10% of Gibraltar Capital Management, Inc.
Sara E. Whitwell Revocable Trust Dated 08/03/2000
Control person · since August 2000
- Owns 5% to 10% of Gibraltar Capital Management, Inc.
Sara E. Whitwell Revocable Trust
Control person · since August 2000
Gibraltar Capital Management’s regulatory assets grew 2.2× from $611M (May 2021) to $1.35B (June 2026); clients rose from 215 to 529 and employees from 13 to 31. In 2025, Centered Wealth (Miller Equity Capital Advisors) ($362M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $1.35B | 529 | 31 | 5 |
| June 2025 | $841M | 394 | 24 | 1 |
| May 2024 | $751M | 371 | 22 | 2 |
| April 2023 | $719M | 351 | 22 | 2 |
| May 2022 | $752M | 282 | 14 | 2 |
| May 2021 | $611M | 215 | 13 | 2 |
Firms that joined
20251 joined
- Centered Wealth (Miller Equity Capital Advisors)Last filed AUM $362M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Gibraltar Capital Management has 4 offices (2 private residences, listed without an address), with 3 listed addresses in Oklahoma and Texas.
Oklahoma · 2 listed addresses
- 7304 S. Yale Avenue, TulsaHQ
- 6315 East 102nd Street, Tulsa
Texas · 1 listed address
- 5605 North Macarthur Boulevard, Irving
Contact and registration details
- Legal name
- Gibraltar Capital Management, Inc.
- Headquarters
- 7304 S. Yale Avenue, Tulsa, OK 74136
- Website
- gcmwealth.com
- Phone
- 918-492-4209
- SEC file
- 801-66289
- Founded
- 2002
- Structure
- Oklahoma corporation
- Fiscal year end
- December
Gibraltar Capital Management uses Fidelity ($876M, 73%) and Charles Schwab ($331M, 27%) as custodians for its separately managed accounts. Gibraltar Capital Management has custody of $47M in client assets for 107 clients.
- FidelityNational Financial Services LLC · Boston, MA · $876M73%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $331M27%
At year end, Gibraltar Capital Management’s separately managed accounts were largely in funds (40%) and stocks (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $650M across 125 positions; the largest are Vanguard Index Fds (13.1%), Apple Inc. (3.5%) and Vanguard World FD (3.3%).
What the accounts hold
- Stocks29%
- Funds40%
- Bonds24%
- U.S. government and agency bonds13%
- State and local bonds9%
- Investment grade corporate bonds2%
- Cash7%
Reported 13F holdings
- $650M
- Reported 13F value
- 125
- Positions
- 36.2%
- In the 10 largest
- +12.0%
- Value vs. prior quarter
- Vanguard Index Fds · Small CP ETF13.1%
- Apple Inc.3.5%
- Vanguard World FD · Inf Tech ETF3.3%
- Vanguard Index Fds · Total Stk Mkt3.0%
- Microsoft Corp.2.8%
- Alphabet Inc. · Cap Stk CL C2.5%
- Vanguard Index Fds · Mid Cap ETF2.2%
- KLA Corp.2.0%
- Vanguard Index Fds · Large Cap ETF2.0%
- Salesforce Inc.1.9%
Together, the ten largest are 36.2% of reported value.
How many clients does Gibraltar Capital Management have?
Gibraltar Capital Management has 529 clients and manages $1.35 billion for them, as of June 2026. They include 265 individual clients, 240 high-net-worth individuals and 12 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 June 2026
What services does Gibraltar Capital Management offer?
Gibraltar Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, retirement plan services, tax planning, and tax preparation.
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 Gibraltar Capital Management charge?
Gibraltar Capital Management charges 0.50%–1.10% a year for its Investment Management Services. The fee is billed in arrears.
Source: 10 19 2026 GIB FORM ADV PART 2A FINAL, filed 19 October 2026
Which custodians does Gibraltar Capital Management use?
Gibraltar Capital Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $876M and Charles Schwab & Co., Inc. (Westlake, TX), with $331M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 June 2026
How many financial advisors does Gibraltar Capital Management have?
Gibraltar Capital Management has 18 investment adviser representatives registered with state securities authorities, out of 31 employees, and 18 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 Gibraltar Capital Management invest in?
At the end of its last fiscal year, Gibraltar Capital Management’s separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 13% U.S. government and agency bonds, 9% state and local bonds, 7% cash and equivalents and 2% investment grade corporate bonds. It advises 4 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 Gibraltar Capital Management?
Gibraltar Capital Management’s direct owners are Linda Meyer (5% to 10%), Sara Elizabeth Whitwell (5% to 10%), Redman Trust Created by Agreement Dated the 27th Day of June 2013 (50% to 75%), Redman Trust Created by (50% to 75%), Lowe Family Trust Dated the 30th Day of April 2018 (10% to 25%), Lowe Family Trust Dated the 30th (10% to 25%), Boyd Family Revocable Trust (10% to 25%), Linda L. Meyer Revocable Trust Dated 08/03/2000 (5% to 10%), Linda L. Meyer Revocable Trust (5% to 10%), Sara E. Whitwell Revocable Trust Dated 08/03/2000 (5% to 10%) and Sara E. Whitwell Revocable Trust (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 June 2026
How does Gibraltar Capital Management get paid?
Gibraltar Capital Management is paid through a percentage of assets under management, hourly charges 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 Gibraltar Capital Management registered with the SEC?
Yes, Gibraltar Capital Management has been registered with the SEC as an investment adviser since 28 March 2006. Its CRD number is 122328 and its SEC file number is 801-66289.
Source: Form ADV Part 1A, Item 1, filed 1 June 2026; IAPD firm record
How do I contact Gibraltar Capital Management?
Gibraltar Capital Management’s main office is at 7304 S. Yale Avenue, Tulsa, OK 74136. Its phone number is 918-492-4209. Its website is gcmwealth.com.