Gibraltar Capital Management, Inc.
Gibraltar Capital Management, Inc. is an SEC-registered investment adviser based in Tulsa, Oklahoma. Founded in 2001, the firm manages nearly $841 million in assets for high-net-worth individuals as well as a modest number of pooled investment vehicles and other clients. GCM employs approximately 24 professionals and is dedicated to delivering comprehensive wealth management and investment advisory services in the US.
Investment Strategy
Gibraltar Capital Management, Inc. focuses on diversified portfolio management for high-net-worth individuals and select pooled investment vehicles, aiming to provide tailored investment solutions aligned with clients' long-term financial goals. The firm's investment strategy emphasizes active management, asset allocation, and risk control, primarily through publicly traded security holdings in equities and some fixed income. They appear to employ both discretionary and non-discretionary account management, with a significant proportion in discretionary strategies.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VB | VANGUARD INDEX FDS | 13.08% | $67.0M | 440,412 | $227.33 | $236.98 | +$5.1M |
M MSFT | MICROSOFT CORP | 3.82% | $19.5M | 39,295 | $206.59 | $497.41 | +$5.0M |
S SGOV | ISHARES TR | 3.39% | $17.3M | 172,100 | $100.67 | $100.69 | -$8.8M |
A AAPL | APPLE INC | 3.12% | $16.0M | 77,790 | $91.54 | $205.17 | -$591.7K |
V VTI | VANGUARD INDEX FDS | 3.04% | $15.6M | 51,223 | $275.37 | $303.93 | +$1.7M |