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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2014
- Office Locations
- 1
Office Locations
About Gallagher Capital Advisors, LLC
Gallagher Capital Advisors, LLC is an independent RIA serving retail and institutional relationships, with planning-driven asset management and portfolio construction for clients including entrepreneurs. Investment implementation emphasizes ETFs and other public funds across asset allocation and risk-management frameworks, with capability across fixed income and select alternatives (e.g., real estate/private markets). The firm supports outreach via Colorado and Arizona teams and offers scheduled virtual meetings.
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Owner & Executives
JOHN ROBERT GALLAGHER
Chief Compliance Officer, Managing Member
- CRD
- #3060289
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,749,215 | $414,841 |
| Non-Discretionary | $130,380,572 | $559,573 |
| Total | $263,129,787 | $475,822 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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