Wealth manager, bank-affiliated · Tulsa, OK
Gibraltar Capital Management, Inc.
SEC-registered investment adviser · CRD 122328 · SEC 801-66289
At a glance
Gibraltar Capital Management, Inc. is an SEC-registered investment adviser based in Tulsa, Oklahoma, with $1.3B in regulatory assets under management as of its Form ADV filed June 1, 2026. It reports 505 individual clients, 240 of them high-net-worth, holding an average of about $2.2 million each, and 31 employees. That ranks it 825th among the nation’s 5,657 independent wealth management RIAs and 2nd of 46 in Oklahoma. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 918-492-4209gibraltar-capital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among independent wealth managers
- #825 of 5,657
- Rank among all SEC RIAs
- #4,558 of 17,210
- Rank in Oklahoma
- #2 of 46
- Individual clients
- 505
- High-net-worth clients
- 240
- Accounts
- 2,041
- Discretionary
- 100% of AUM
- Employees
- 31
- Advisory staff
- 18
- Offices
- 5
Owners and executives on its Form ADV
- James E. RedmanPresident
- McCrary O. LoweVice President and Chief Compliance Officer
- Linda L. MeyerBoard Member
- Sara Elizabeth WhitwellBoard Member
Custody and brokerage
Broker-dealer
No broker-dealer ties
Gibraltar Capital Management, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 240 | $1.0B | 76% |
| Pooled investment vehicles | 4 | $121M | 9% |
| Individuals | 265 | $88M | 7% |
| Charitable organizations | 12 | $59M | 4% |
| Corporations or other businesses | 8 | $44M | 3% |
| Pension and profit sharing plans | – | $5M | <1% |
Private funds
Gibraltar Capital Management, Inc. reports 4 private funds with $121M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Gibraltar Capital Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗gibraltar-capital.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,753 peers of its type and size
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- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Oklahoma
All of Oklahoma →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Retirement Investment Advisors IncOklahoma City | $1.5B | 1,399 |
| Allegiant Wealth Advisors, LLCTulsa | $1.2B | 34 |
Background
Questions
How much does Gibraltar Capital Management, Inc. manage?
Gibraltar Capital Management, Inc. reports $1.3B in regulatory assets under management across 2,041 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 1, 2026.
How many clients does Gibraltar Capital Management, Inc. have?
It reports 505 individual clients: 240 high-net-worth individuals and 265 other individuals. Individuals account for about 83% of its regulatory assets.
Where is Gibraltar Capital Management, Inc. headquartered?
Its main office is in Tulsa, Oklahoma. It reports 5 offices in total and 31 employees, 18 of whom perform investment advisory functions.
How does Gibraltar Capital Management, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Gibraltar Capital Management, Inc. use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed June 1, 2026, it reports these amounts held: Fidelity ($876M); Charles Schwab ($331M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Gibraltar Capital Management, Inc. a hybrid RIA with a broker-dealer?
Gibraltar Capital Management, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Gibraltar Capital Management, Inc. a fiduciary?
As an SEC-registered investment adviser, Gibraltar Capital Management, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Gibraltar Capital Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →