$180.6B Total AUM
$12.5B Disc. AUM
167.5% 3Y CAGR
221 Employees
5,731 ADV. Clients
17 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
- 33
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 33 offices. The firm has been operating for 17 years. Managing $180.6B in total assets under management, with 160 advisory representatives. They custody assets with Fidelity/NFS and Fiduciary Trust. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
46 AVG AGE
$1.1B AVG AUM / ADVISOR
$31.5M AVG AUM / CLIENT
2.9 yrs AVG TENURE
221 Employees
160 Advisory Reps
118 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Momentum vital Bridge Glacier Momentum insight Unison Vector meridian Ridge beacon
Investment Themes
Legacy Beacon Wave timber Legacy focus
Investment Vehicles
Vital Radial foundation
Platform
Fusion
Services
Timber glacier Radial North pioneer Vector peak Wave beacon Zenith Fusion pathway Quantum beacon
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 128 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,507,982,705 | $3,634,985 |
| Non-Discretionary | $168,106,299,814 | $72,678,902 |
| Total | $180,614,282,519 | $31,389,344 |
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Separately Managed Accounts
Total SMA Asset: $180,614,282,519
Public Funds:
27.4% Private Funds:
55.6% Other:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,921,958,513 | 27.4% |
| Private Funds | $3,900,032,604 | 55.6% |
| Other | $1,192,456,012 | 17.0% |
| Total | $7,014,447,129 | 100.0% |
13F Holdings | Q3 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 |