{"url":"https://nivawealth.com/firms/gibraltar-capital-management-122328","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/122328","regulatoryAum":1348981020,"crd":"122328","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6374775","suffix":null,"lastName":"ARDIES","firstName":"KELSEY","middleName":"NEWMAN"},{"crd":"5617951","suffix":null,"lastName":"BOYD","firstName":"ANDREW","middleName":"SIMPSON"},{"crd":"8151096","suffix":null,"lastName":"BREIBECK","firstName":"BRET","middleName":"DAVID"},{"crd":"8339325","suffix":null,"lastName":"CHRISMAN","firstName":"BLAKE","middleName":"ALLEN"},{"crd":"7176026","suffix":null,"lastName":"COX","firstName":"JAMIE","middleName":"LEANN"},{"crd":"7176024","suffix":null,"lastName":"CROPPER","firstName":"MICHAEL","middleName":"CHRISTOPHER"},{"crd":"7176022","suffix":null,"lastName":"CUNNINGHAM","firstName":"BRIAN","middleName":"MALCOLM"},{"crd":"5514738","suffix":null,"lastName":"GURLEY","firstName":"GENE","middleName":"STEVEN"},{"crd":"4452382","suffix":"JR.","lastName":"HOFFMAN","firstName":"JOSEPH","middleName":"ALAN"},{"crd":"8031278","suffix":null,"lastName":"KING","firstName":"JORDAN","middleName":"JAMES"},{"crd":"2511221","suffix":null,"lastName":"LOWE","firstName":"MCCRARY","middleName":"OLIVER"},{"crd":"5212946","suffix":null,"lastName":"MILLER","firstName":"MARK","middleName":"ANTHONY"},{"crd":"2414942","suffix":null,"lastName":"REDMAN","firstName":"JAMES","middleName":"EDWARD"},{"crd":"8006670","suffix":null,"lastName":"RIKE","firstName":"MASON","middleName":"SIDNEY"},{"crd":"6770853","suffix":"JR.","lastName":"SULLIVENT","firstName":"THOMAS","middleName":"JACKSON"},{"crd":"7176025","suffix":null,"lastName":"VOIGTLANDER","firstName":"CHRISTIAN","middleName":"THOMAS"},{"crd":"7333187","suffix":null,"lastName":"WIELENGA","firstName":"JONATHAN","middleName":"CHRISTOPHER"},{"crd":"7971347","suffix":null,"lastName":"WILLIS","firstName":"ROBERT","middleName":"ISAAC"}],"total":18,"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"},"history":[{"filedOn":"2021-05-11","regulatoryAum":611428849,"clients":215,"employees":13,"offices":2},{"filedOn":"2022-05-09","regulatoryAum":752140694,"clients":282,"employees":14,"offices":2},{"filedOn":"2023-04-03","regulatoryAum":719383135,"clients":351,"employees":22,"offices":2},{"filedOn":"2024-05-01","regulatoryAum":750855822,"clients":371,"employees":22,"offices":2},{"filedOn":"2025-06-05","regulatoryAum":840552907,"clients":394,"employees":24,"offices":1},{"filedOn":"2026-06-01","regulatoryAum":1348981020,"clients":529,"employees":31,"offices":5}],"acquisitions":[{"date":"2025-05-21","datePrecision":"day","name":"Centered Wealth (Miller Equity Capital Advisors)","crd":"141343","source":"adv_w","dealType":"acquisition","sellerAum":361974828,"sellerAumDate":"2024-05-16","sourceUrl":"https://adviserinfo.sec.gov/firm/summary/141343"}],"secFileNumber":"801-66289","legalName":"Gibraltar Capital Management, Inc.","displayName":"Gibraltar Capital Management","slug":"gibraltar-capital-management-122328","website":"https://gcmwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/122328/721e5c9ff3e7d0b6-r1.webp","tone":"light","width":728,"height":200,"sourceUrl":"https://www.gcmwealth.com/","sourceLabel":"Gibraltar Capital Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2002","organization":"Oklahoma corporation","fiscalYearEnd":"December","headquarters":{"street":"7304 S. 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Also trustee of Linda L. Meyer Revocable Trust Dated 08/03/2000 and a control person, since August 2000."},{"label":"Sara Elizabeth Whitwell","detail":"Board member in the 5% to 10% ownership band, since July 2002. Also trustee of Sara E. 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Meyer Revocable Trust Dated 08/03/2000","detail":"Shareholder in the 5% to 10% ownership band and a control person, since August 2000."},{"label":"Linda L. Meyer Revocable Trust","detail":"Shareholder in the 5% to 10% ownership band and a control person, since August 2000."},{"label":"Sara E. Whitwell Revocable Trust Dated 08/03/2000","detail":"Shareholder in the 5% to 10% ownership band and a control person, since August 2000."},{"label":"Sara E. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gibraltar Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Gibraltar Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gibraltar Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gibraltar Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gibraltar Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gibraltar Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gibraltar Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Gibraltar Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Gibraltar Capital Management?","answer":"Gibraltar Capital Management’s main office is at 7304 S. Yale Avenue, Tulsa, OK 74136. Its phone number is 918-492-4209. 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