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GALLAGHER CAPITAL ADVISORS, LLC
CRD 170955File 801-123612
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$263.1M
Below cohort median (national)
Discretionary AUM
$132.7M
Non-discretionary $130.4M
Clients
302
553 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 4, 2022
- Principal office
- Not reported
- Phone
- (940) 464-0404
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $263.1M
- Discretionary AUM
- $132.7M
- Non-discretionary AUM
- $130.4M
- Discretionary accounts
- 320
- Non-discretionary accounts
- 233
- Total accounts
- 553
- AUM per client
- $871K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $14.8M |
| Charitable organizations | Fewer than 5 | $2.9M |
| High net worth individuals | 40 | $159.0M |
| Pension and profit sharing plans | Fewer than 5 | $22.3M |
| Individuals (other than high net worth individuals) | 262 | $64.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.