GIBRALTAR CAPITAL MANAGEMENT, INC. is a Tulsa, Oklahoma based financial advisory firm with nearly $719,383,135 in assets under management and provides investment advisory services for 355 clients. There are currently 22 financial advisors at the firm.
General Information |
| Firm CRD#: | 122328 | |
| SEC#: | 801-66289 | |
| Assets under Management: | $719,383,135 | |
| No. of Clients: | 355 | |
| No. of Advisors: | 22 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for pooled Investment, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Fixed Fees, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BOK FINANCIAL ADVISORS | 17530 | 801-53600 | 3217 | 155 | $739,298,341 |
| VISTA INVESTMENT PARTNERS LLC | 286014 | 801-108779 | 2648 | 11 | $728,089,179 |
| THE ADVISORY RESOURCE GROUP, LLC | 290110 | 801-111999 | 2265 | 12 | $605,988,706 |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 313573 | 801-120960 | 1384 | 3 | $445,030,764 |
| MELIA WEALTH LLC | 145402 | 801-110485 | 1355 | 4 | $409,429,767 |
| CADENT CAPITAL ADVISORS, LLC | 169704 | 801-78860 | 1263 | 12 | $565,873,519 |
| HOGANTAYLOR WEALTH | 129696 | 801-71011 | 1109 | 9 | $546,794,508 |
| WARBURTON CAPITAL MANAGEMENT, LLC | 141969 | 801-78149 | 1103 | 9 | $498,629,087 |
| ALIGN WEALTH MANAGEMENT, LLC | 131482 | 801-63165 | 991 | 5 | $415,407,000 |
| PHILLIPS CAPITAL ADVISORS, INC. | 115758 | 801-66961 | 646 | 17 | $514,657,338 |
| JACKSON HOLE CAPITAL PARTNERS, LLC | 285978 | 801-113252 | 416 | 6 | $593,634,491 |
| GIBRALTAR CAPITAL MANAGEMENT, INC. | 122328 | 801-66289 | 355 | 22 | $719,383,135 |
| INVESTRUST CONSULTING, LLC | 108037 | 801-55942 | 11 | 10 | $522,558,270 |
| ACORN GROWTH COMPANIES, LLC | 164499 | 801-110106 | 10 | 12 | $496,782,115 |
| PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. | 115220 | 801-60650 | 4 | 6 | $616,326,212 |