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GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD 122328File 801-66289
APPROVED
Retail clients
Custody
Filing as of Jun 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.35B
Above cohort median (national)
Discretionary AUM
$1.34B
Non-discretionary $5.0M
Clients
529
2,041 accounts
Employees
31
Top 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 28, 2006
- Principal office
- 7304 S. YALE AVENUE, TULSA, OK, 74136
- Phone
- (918) 492-4209
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.35B
- Discretionary AUM
- $1.34B
- Non-discretionary AUM
- $5.0M
- Discretionary accounts
- 2,040
- Non-discretionary accounts
- 1
- Total accounts
- 2,041
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $44.2M |
| Charitable organizations | 12 | $58.5M |
| High net worth individuals | 240 | $1.03B |
| Pooled investment vehicles | 4 | $121.1M |
| Pension and profit sharing plans | Fewer than 5 | $5.0M |
| Individuals (other than high net worth individuals) | 265 | $88.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 24 | 31 | increased by7 |
| Apr 1, 2026 | Clients | 394 | 529 | increased by135 |
| Apr 1, 2026 | AUM | $840,552,907 | $1,348,981,020 | increased by$508,428,113 |
| Apr 1, 2026 | Accounts | 402 | 2,041 | increased by1,639 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 24 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 282 | 394 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $752,140,694 | $840,552,907 | increased by$88,412,213 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 288 | 402 | increased by114 |
| Apr 1, 2022 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2022 | Clients | 215 | 282 | increased by67 |
| Apr 1, 2022 | AUM | $611,428,849 | $752,140,694 | increased by$140,711,845 |
| Apr 1, 2022 | Accounts | 954 | 288 | decreased by666 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GIBRALTAR CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GIBRALTAR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.