CRD: 123250
Gehrig Capital Management, Inc.
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- 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.
Team overview
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Client Personas
Custodian
Fund Managers
Investment Vehicles
Services
Owner & Executives
LOTHAR B GEHRIG
Chief Compliance Officer, President, Senior Advisor
- CRD
- #2832804
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Eric Otto Gehrig
Senior Advisor
- CRD
- #7321481
GREGORY GUNTER GEHRIG
Investment Advisor
- CRD
- #5834425
Focus fusion
Ridge value prime
- CRD
- #93943
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
Total SMA Asset: $203,949,242
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,391,963,561 | 64.2% |
| Equity - Exchange | $776,203,979 | 35.8% |
| Total | $2,168,167,540 | 100.0% |