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GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250File 801-120868
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$203.9M
Below cohort median (national)
Discretionary AUM
$203.9M
Clients
652
1,072 accounts
Employees
5
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 16, 2021
- Principal office
- 8001 BROADWAY, SUITE 200, MERRILLVILLE, IN, 46410-5546
- Phone
- 219-663-8005
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $203.9M
- Discretionary AUM
- $203.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,072
- Non-discretionary accounts
- 0
- Total accounts
- 1,072
- AUM per client
- $313K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $9.0M |
| High net worth individuals | 50 | $98.4M |
| Individuals (other than high net worth individuals) | 594 | $96.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 618 | 652 | increased by34 |
| Apr 1, 2026 | AUM | $177,380,330 | $203,949,242 | increased by$26,568,912 |
| Apr 1, 2026 | Accounts | 971 | 1,072 | increased by101 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 478 | 618 | increased by140 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $135,000,000 | $177,380,330 | increased by$42,380,330 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 791 | 971 | increased by180 |
| Apr 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Clients | 435 | 478 | increased by43 |
| Apr 1, 2022 | AUM | $114,000,000 | $135,000,000 | increased by$21,000,000 |
| Apr 1, 2022 | Accounts | 727 | 791 | increased by64 |
| May 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 “GEHRIG CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GEHRIG 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.