$194.8B Total AUM
$12.9B Disc. AUM
167.5% 3Y CAGR
235 Employees
6,420 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-17-2008
- Office Locations
- 32
Office Locations
10333 East 21st Street Building 100, Suite 104 Wichita KS
1050 Crown Pointe Pkwy, Ste. 600 Atlanta GA
10900 NE 8TH St., Suite 750 Bellevue WA
About Gallagher Fiduciary Advisors, LLC
Gallagher Fiduciary Advisors, LLC is a Rolling Meadows-based RIA with 32 offices. The firm has been operating for 18 years. Managing $194.8B in total assets under management, with 218 advisory representatives. They custody assets with Fidelity/NFS and Fiduciary Trust. Services offered include Financial Planning, Portfolio Construction.
Team overview
46 AVG AGE
$893.7M AVG AUM / ADVISOR
$30.3M AVG AUM / CLIENT
3 yrs AVG TENURE
235 Employees
218 Advisory Reps
118 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Momentum vital
Investment Themes
Legacy
Investment Vehicles
Vital
Platform
Fusion
Services
Timber glacier Radial
Owner & Executives
M
MICHAEL JOHN BURCHILL
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(205) 364-6608
harbor.summit@elementcapital.com
in linkedin.com/in/beacon-wave
B
BART LELAND BURKHART
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(237) 259-5054
vector.delta@beaconcapital.com
in linkedin.com/in/momentum-fusion
C
Catalyst foundation
Harbor vital
- CRD
- #72540
- Ownership
- 31.4%
(337) 882-8476
prime.prime@frontiercapital.com
in linkedin.com/in/vector-ridge
Showing 2 of 8 owners & executives
Unlock allContacts
C
CHARLES JOSEPH ABBOUD
--
- CRD
- #1774605
(623) 840-3741
frontier.unison@summitcapital.com
in linkedin.com/in/signal-ridge
C
Carissa May Adams
Associate
- CRD
- #7291940
(285) 745-4316
pathway.capital@horizoncapital.com
in linkedin.com/in/element-fusion
V
Vital radial
Crest bridge bridge
- CRD
- #38772
(275) 398-8030
capital.glacier@atlascapital.com
in linkedin.com/in/signal-catalyst
Showing 2 of 129 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,865,469,209 | $3,059,565 |
| Non-Discretionary | $181,957,633,516 | $82,632,894 |
| Total | $194,823,102,725 | $30,407,851 |
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Separately Managed Accounts
Total SMA Asset: $194,823,102,725
Public Funds:
14.0% Private Funds:
28.4% Other:
8.7% Equity - Exchange:
4.9% Cash:
8.2% Corporate - Investment Grade:
17.0% U.S. Government/Agency:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $982,022,598 | 14.0% |
| Private Funds | $1,992,102,985 | 28.4% |
| Other | $610,256,900 | 8.7% |
| Equity - Exchange | $343,707,909 | 4.9% |
| Cash | $575,184,665 | 8.2% |
| Corporate - Investment Grade | $1,192,456,012 | 17.0% |
| U.S. Government/Agency | $1,318,716,060 | 18.8% |
| Total | $7,014,447,129 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY SIGNAL ATLAS | DELTA PATHWAY | RKMJM53V8 | OTKO | 4.99% | $22,449,370 |
| VERTEX VERTEX | HORIZON INSIGHT | NR6CWTUT8 | AVR | 6.66% | $28,180,423 |
| EAGLE PATHWAY CAPITAL | EAGLE BRIDGE | W7WJAZN1T | XJTGZ | 2.35% | $105,689,320 |
| VITAL HARBOR | EMBER ELEMENT | C866X7M8H | RUIU | 10.96% | $7,251,725 |
| OPTIMA ELEMENT | ZENITH VECTOR | D64A55E2K | HGWDL | 7.48% | $24,613,985 |
| VITAL EMBER ALPHA | DELTA SIGNAL | AQFPLOR7Z | KYA | 10.88% | $118,591,172 |
| MATRIX RADIAL | FRONTIER FRONTIER | Y6HQEPSGH | SCL | 9.44% | $50,485,477 |
| ELEMENT CATALYST PIONEER | OPTIMA ELEMENT | VENZ0WQIJ | DDO | 6.10% | $34,972,614 |