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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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