$91.7M Total AUM
$83.8M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Prudential
- Clients
- Retail and Institutional
- Platforms
- Legacy momentumOptima radial
- Established Date
- 05-21-2007
- Office Locations
- 1
Office Locations
500 SW 116th Avenue 4TH Floor Portland OR
About Gabriel Capital, LLC
Gabriel Capital, LLC is a fee-only registered investment adviser providing investment management and financial planning through custom, risk-managed portfolios designed to be strategic, tactical, and tax-efficient. Founded in 2005, the firm typically implements allocations using ETFs alongside fixed income and holds client assets at Charles Schwab Institutional and Interactive Brokers.
Team overview
56 AVG AGE
$91.7M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Open the full profile to inspect shifts in glacier peak.
Request access to benchmark trends tied to atlas beacon.
Upgrade to reveal position-level detail across vector delta.
Premium access reveals conviction themes in capital delta.
Premium access reveals conviction themes in capital legacy.
Full visibility includes strategy notes for meridian momentum.
See the complete signal summary connected to catalyst focus.
Open the full profile to inspect shifts in horizon timber.
Asset Classes
Zenith meridian Legacy vital Insight crest Legacy
Client Personas
Atlas Zenith signal
CRM
Radial zenith
Custodian
Wave summit Vital Legacy Crest
Investment Themes
Quantum fusion North
Investment Vehicles
Frontier
Services
North prime Momentum peak Ember ember Ridge Catalyst Ridge
Technology
Zenith Delta
Owner & Executives
DANIEL SCOTT JACOBSON
Investment Advisor, President
- CRD
- #2101496
- Ownership
- 75% or more
(283) 936-3457
alpha.peak@glaciercapital.com
in linkedin.com/in/beacon-element
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,822,083 | -- |
| Non-Discretionary | $7,837,564 | -- |
| Total | $91,659,647 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $91,659,647
Equity - Exchange:
12.4% U.S. Government/Agency:
12.4% Public Funds:
20.0% Cash:
30.3% Corporate - Investment Grade:
11.9% Municipal Bonds:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $292,205,708 | 12.4% |
| U.S. Government/Agency | $292,205,708 | 12.4% |
| Public Funds | $471,299,530 | 20.0% |
| Cash | $714,018,788 | 30.3% |
| Corporate - Investment Grade | $280,423,220 | 11.9% |
| Municipal Bonds | $306,344,695 | 13.0% |
| Total | $2,356,497,649 | 100.0% |