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- Custodian
- Betterment · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-03-2022
- Office Locations
- 5
Office Locations
About Gambit Capital Management, LLC
Gambit Capital Management is an independent, fiduciary RIA partnering with individuals to build personalized private wealth strategies aligned to goals and risk tolerance. The team manages portfolios using individual stocks plus broad asset-class allocations, with options strategies and macro risk management to go beyond traditional diversification. Led by founder/president Daniel Powers (CFA) with planning experience including CFP leadership; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DANIEL JOHN POWERS
Chief Compliance Officer, Investment Advisor, Manager
- CRD
- #5976084
- Ownership
- 50% but less than 75%
TYLER JON SCHELHAAS
Manager, President
- CRD
- #4674230
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PETER ALLAN EARP
--
- CRD
- #4224268
ARON PATRICK FRANK
--
- CRD
- #7273955
Frontier alpha
Catalyst ember catalyst
- CRD
- #79947
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,278,826 | $448,849 |
| Non-Discretionary | $3,200,645 | $213,376 |
| Total | $167,479,471 | $439,579 |
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Separately Managed Accounts
Total SMA Asset: $167,479,471
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,708,786,717 | 20.2% |
| Equity - Exchange | $2,309,399,871 | 27.3% |
| Cash | $1,945,648,243 | 23.0% |
| Derivatives | $1,471,925,192 | 17.4% |
| U.S. Government/Agency | $1,023,580,162 | 12.1% |
| Total | $8,459,340,185 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE EAGLE | EAGLE RADIAL | KQ00HNKZ1 | NTZW | 10.41% | $65,835,039 |
| UNISON RIDGE | ATLAS HORIZON | 0AUKE0EIL | CZHJQ | 5.52% | $68,950,083 |
| EAGLE RIDGE | BRIDGE FUSION | PLN3OY9GN | OLYQ | 5.04% | $91,358,109 |
| HARBOR SIGNAL | EMBER NORTH | CFHZ6492S | FNVEE | 4.23% | $21,157,952 |
| OAK QUANTUM | INSIGHT CAPITAL | QDDS9408W | TSUK | 2.15% | $39,271,892 |
| OPTIMA TIMBER MOMENTUM | HARBOR TIMBER | DVCCURGCA | XOECW | 1.82% | $93,085,968 |
| PRIME INSIGHT | VALUE HARBOR | 32C7CPFNN | XLM | 2.38% | $42,953,261 |
| VITAL GLACIER | VALUE VECTOR | 8WX57ZVIV | KSJ | 10.74% | $52,070,339 |