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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2002
- Office Locations
- 4
Office Locations
About Gibraltar Capital Management, Inc.
Gibraltar Capital Management is a boutique wealth manager serving already-successful business owners, executives nearing retirement, philanthropists, and multi-generational families. The team builds highly customized planning and portfolio solutions with an empathy-led, high-touch approach, including CFA charterholders. Investment implementation emphasizes active asset allocation using ETFs and public funds, with custody through Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 11, 2025 and June 1, 2026, reported AUM increased 60.5%, from $840.6M to $1.3B.
Across 5 reported observations, AUM increased 79.4% between May 9, 2022 and June 1, 2026, from $752.1M to $1.3B.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 18 advisory representatives and 529 clients, or 29.4 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 4 reported office locations and 24 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Gibraltar Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LINDA LUCILE MEYER
--
- CRD
- --
- Ownership
- 5% but less than 10%
SARA ELIZABETH WHITWELL
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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KELSEY NEWMAN ARDIES
Investment Advisor Representative
- CRD
- #6374775
ANDREW SIMPSON BOYD
Portfolio Manager
- CRD
- #5617951
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,343,948,875 | $658,798 |
| Non-Discretionary | $5,032,145 | $5,032,145 |
| Total | $1,348,981,020 | $660,941 |
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Separately Managed Accounts
SMA allocation detail is available
Gibraltar Capital Management, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gibraltar Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.