DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Gibraltar Capital Management, Inc.
Latest filing Jun 1, 2026
First filing on the tape Mar 29, 2012 · 35 filings
SEC status approved since Mar 28, 2006
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
83%
$1.1B individuals and HNW
Advisors
17
registered through the firm on IAPD
RAUM per advisor
$79.4M
derived; firm RAUM over IAPD count
Employees
31
18 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
4
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$1.3B as of Jun 1, 2026
Mar 29, 2012$187M then
HNW client RAUM$1.0B as of Jun 1, 2026
Mar 28, 2018$323M then
State-registered IARs (5.B.3)18 as of Jun 1, 2026
Mar 29, 20120 then
Employees (5.A)31 as of Jun 1, 2026
Mar 27, 20136 then
Private funds4 as of Jun 1, 2026
Mar 20, 20141 then
RAUM +60% over the last fiscal year+23% a year over threeIARs 0 to 18offices 0 to 4
Practice profile
derived from the filing of Jun 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $74.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.3MderivedHNW RAUM over HNW clients
- Average account
- $660,941derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.6derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +60%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +29%derived
- Compensation
- percentage of assets, hourly, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Financial planning clients
- 530reportedItem 5.H
- Custody
- $47.0M, 107 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.0B76%
- Pooled investment vehicles$121M9.0%
- Individuals$88.5M6.6%
- Charitable organizations$58.5M4.3%
- Corporations and businesses$44.2M3.3%
- Pension and profit-sharing plans$5.0M0.4%
- Individual clients
- 265reported
- HNW clients
- 240reported
- Pension plan clients
- n/areported
- Charitable clients
- 12reported
- Accounts
- 2,041reported
- Financial planning clients
- 530reported
- Wrap fee programs
- noreported
- Custody of client assets
- $47.0M for 107 clientsreported
- Compensation
- % of AUM, hourly, performancereported
- Class basis
- private_client_share=0.83 fund_share=0.09 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
18 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Mccrary Oliver LoweChartered Financial Analyst | Tulsa, Ok | Mar 28, 2006 | 29 y | 0 |
| James Edward RedmanChartered Financial Analyst | Tulsa, Ok | Jun 10, 2019 | 32 y | 0 |
| Joseph Alan Hoffman | Tulsa, Ok | Jun 22, 2023 | 24 y | 1 |
| Michael Christopher Cropper | Tulsa, Ok | Oct 2, 2024 | 9 y | 0 |
| Jonathan Christopher WielengaCertified Financial Planner | Tulsa, Ok | Oct 14, 2024 | 11 y | 0 |
| Robert Isaac Willis | Tulsa, Ok | Oct 29, 2024 | 12 y | 0 |
| Kelsey Newman ArdiesCertified Financial Planner | Tulsa, Ok | Nov 5, 2024 | 12 y | 0 |
| Jamie Leann Cox | Tulsa, Ok | Nov 5, 2024 | 14 y | 0 |
| Brian Malcolm CunninghamCertified Financial Planner | Tulsa, Ok | Nov 27, 2024 | 12 y | 0 |
| Christian Thomas VoigtlanderChartered Financial Analyst | Tulsa, Ok | Dec 2, 2024 | 11 y | 0 |
| Thomas Jackson Sullivent | Tulsa, Ok | Dec 3, 2024 | 24 y | 1 |
| Andrew Simpson BoydChartered Financial Analyst | Tulsa, Ok | Dec 9, 2024 | 16 y | 0 |
| Jordan James King | Tulsa, Ok | Jan 14, 2025 | 20 y | 0 |
| Gene Steven GurleyCertified Financial Planner | Tulsa, Ok | Jan 24, 2025 | 19 y | 1 |
| Mark Anthony MillerPersonal Financial Specialist, Chartered Financial Analyst | Irving, Tx | Jan 30, 2025 | 30 y | 1 |
| Mason Sidney Rike | Tulsa, Ok | Feb 14, 2025 | 10 y | 0 |
| Bret David Breibeck | Tulsa, Ok | Dec 5, 2025 | 11 y | 0 |
| Blake Allen Chrisman | Tulsa, Ok | Sep 14, 2026 | 18 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 5.9% of current headcount1 left over 36 months
Left, latest
- Harrison Tate Benedict to Commonwealth Financial NetworkJun 9, 2026 · RIA to affiliated broker-dealer or bank
- Jamie Lynn Wilson to Capital Advisors, Inc.Jun 17, 2003 · Other
Joined, latest
- Mark Anthony Miller from Miller Equity Capital AdvisorsJan 30, 2025 · RIA to RIA
- Gene Steven Gurley from Miller Equity Capital AdvisorsJan 24, 2025 · RIA to RIA
- Thomas Jackson Sullivent from Raymond James Financial Services Advisors, IncDec 3, 2024 · Other
- Joseph Alan Hoffman from LPL Financial LLCJun 22, 2023 · Affiliated broker-dealer or bank to independent RIA
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Gcm Opportunities Fund III, LLC | Real Estate Fund | $55.4M | 75 | Mar 30, 2022 |
| Gcm Opportunities Fund I, LLC | Real Estate Fund | $27.0M | 26 | Jul 10, 2013 |
| Gcm Opportunities Fund II, LLC | Real Estate Fund | $23.9M | 43 | Mar 24, 2016 |
| Gcm Opportunities Fund IV, LLC | $14.6M | 47 | Jun 1, 2026 |
Owners and control persons
Schedule A and B, latest filing
- Oliver Mccrary Lowe · Vice President And Chief Compliance Officercontrolsince 08/2002 · owns less than 5%
- Edward James Redman · Presidentcontrolsince 07/2002 · owns less than 5%
- Lucile Linda Meyer · Board Membersince 07/2002 · owns 5% to 10%
- Sara Elizabeth Whitwell · Board Membersince 07/2002 · owns 5% to 10%
Related persons
Schedule D 7.A
- Gcm Aim III, LLCpooled vehicle sponsorn
- Gcm Aim, LLCpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tulsa, Ok · principal | 17 | 1 | 1 | ||
| Irving, Tx | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Oklahoma City, OK1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 31, 2026accounts (Item 5.F.2.f) moved from 402.0 to 2,041.0 (+408.0%) between the annual amendments of 2025-04-30 and 2026-03-31; the peer median change was +6.0% (1206 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 99% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $840,552,907 to $1,348,981,020 (+60.0%) between the annual amendments of 2025-04-30 and 2026-03-31; the peer median change was +17.0% (1297 comparable advisers, 95.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 402 to 2,041Nov 11, 2025 to Mar 31, 2026
- Advisory employees · 12 to 18Nov 11, 2025 to Mar 31, 2026
- Advisory activities · 4 to 5Nov 11, 2025 to Mar 31, 2026
- Charity clients · unset to 12.0Nov 11, 2025 to Mar 31, 2026
- Corporate clients · unset to 8.0Nov 11, 2025 to Mar 31, 2026
- HNW clients · 166 to 240Nov 11, 2025 to Mar 31, 2026
- Individual clients · 225 to 265Nov 11, 2025 to Mar 31, 2026
- Pooled vehicle clients · 3 to 4Nov 11, 2025 to Mar 31, 2026
- Assets in custody · $38.3M to $47.0MNov 11, 2025 to Mar 31, 2026
- Employees · 24 to 31Nov 11, 2025 to Mar 31, 2026
- Financial planning clients · 26-50 to More than 500Nov 11, 2025 to Mar 31, 2026
- State-registered IARs · 0 to 18Nov 11, 2025 to Mar 31, 2026
- Private funds · 3 to 4Nov 11, 2025 to Mar 31, 2026
- Discretionary RAUM · $836M to $1.3BNov 11, 2025 to Mar 31, 2026
- HNW RAUM · $648M to $1.0BNov 11, 2025 to Mar 31, 2026
- Individual RAUM · $78.7M to $88.5MNov 11, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $4.7M to $5.0MNov 11, 2025 to Mar 31, 2026
- Pension RAUM · $4.7M to $5.0MNov 11, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $103M to $121MNov 11, 2025 to Mar 31, 2026
- RAUM · $841M to $1.3BNov 11, 2025 to Mar 31, 2026
- Other offices · 0 to 4Jun 5, 2025 to Nov 11, 2025
- Financial planning clients · 26-50 to 26-50Apr 30, 2025 to Jun 5, 2025
- Other offices · 1 to 0May 1, 2024 to Apr 30, 2025
- Accounts · 376 to 402May 1, 2024 to Apr 30, 2025
- Advisory employees · 10 to 12May 1, 2024 to Apr 30, 2025
- HNW clients · 171 to 166May 1, 2024 to Apr 30, 2025
- Individual clients · 197 to 225May 1, 2024 to Apr 30, 2025
- Assets in custody · $37.1M to $38.3MMay 1, 2024 to Apr 30, 2025
- Employees · 22 to 24May 1, 2024 to Apr 30, 2025
- Discretionary RAUM · $746M to $836MMay 1, 2024 to Apr 30, 2025
- HNW RAUM · $559M to $648MMay 1, 2024 to Apr 30, 2025
- Individual RAUM · $72.2M to $78.7MMay 1, 2024 to Apr 30, 2025
- Non-discretionary RAUM · $4.6M to $4.7MMay 1, 2024 to Apr 30, 2025
- Pension RAUM · $4.6M to $4.7MMay 1, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $106M to $103MMay 1, 2024 to Apr 30, 2025
- RAUM · $751M to $841MMay 1, 2024 to Apr 30, 2025
- Accounts · 355 to 376Dec 26, 2023 to Mar 15, 2024
- HNW clients · 169 to 171Dec 26, 2023 to Mar 15, 2024
- Individual clients · 179 to 197Dec 26, 2023 to Mar 15, 2024
- Assets in custody · $31.6M to $37.1MDec 26, 2023 to Mar 15, 2024
Signals
4 dated events
- Blake Allen Chrisman registered as an investment adviser representative at Gibraltar Capital Management, Inc.Sep 14, 2026 · Advisor registered · fact
- Harrison Tate Benedict left Gibraltar Capital Management, Inc. for Commonwealth Financial Network (registered 2026-05-22)Jun 9, 2026 · Advisor changed firm · fact
- Gibraltar Capital Management, Inc. reported 18 state-registered advisory representatives, up from 0 (2025-11-11 to 2026-03-31)Mar 31, 2026 · Advisor headcount change · derived
- Gibraltar Capital Management, Inc. reported RAUM $1.3B, up 60% from $840.6M (2025-11-11 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 918-492-4209reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 918-561-6203reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/gcmwealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- gibraltar-capital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (918) 492-4209reportedpublic record, Form ADV, Jun 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $79.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Gibraltar Capital Management, Inc. is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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