CRD: 123250
Gehrig Capital Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-29-2008
- Office Locations
- 2
Office Locations
About Gehrig Capital Management, Inc.
Gehrig Capital Management, Inc. is a Midwest RIA providing discretionary asset management plus financial, tax, and retirement planning for retail investors and business owners. The firm emphasizes downside-risk protection in portfolios, primarily implemented with public funds and ETFs, with custody through Fidelity/NFS. Offers an online 401(k) “Checker” to help assess plan choices.
Reported data analysis
What the numbers show
Between January 14, 2025 and September 15, 2026, reported AUM increased 15.0%, from $177.4M to $203.9M.
Across 5 reported observations, AUM increased 51.1% between March 29, 2022 and September 15, 2026, from $135.0M to $203.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 652 clients, or 130.4 clients per representative. That equates to $312.8K in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on September 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Vehicles
- Services
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Owner & Executives
LOTHAR B GEHRIG
Chief Compliance Officer, President, Senior Advisor
- CRD
- #2832804
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Eric Otto Gehrig
Senior Advisor
- CRD
- #7321481
GREGORY GUNTER GEHRIG
Investment Advisor
- CRD
- #5834425
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,949,242 | $190,251 |
| Non-Discretionary | $0 | -- |
| Total | $203,949,242 | $190,251 |
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Separately Managed Accounts
SMA allocation detail is available
Gehrig Capital Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.