G
$290.0M Total AUM
$270.4M Disc. AUM
26.7% 3Y CAGR
6 Employees
388 ADV. Clients
14 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-26-2011
- Office Locations
- 1
Office Locations
620 N. Rangeline Road Carmel IN
About Gimbal Financial, LLC
Gimbal Financial, LLC is an independent RIA in Carmel, IN led by Keith Tyner, providing objective financial guidance to families. The team delivers portfolio management and asset allocation (including mutual funds and ETFs) and supports retirement and insurance/annuity planning. The firm custodians with Fidelity/NFS and publishes a regular Weekly Update for ongoing client communication and market commentary.
Team overview
62 AVG AGE
$72.5M AVG AUM / ADVISOR
$747.5K AVG AUM / CLIENT
5.6 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DOUGLAS ALLEN SHRIEVE
Partner
- CRD
- #3159316
- Ownership
- 50% but less than 75%
Available
Available
Available
KEITH ALAN TYNER
Financial Advisor
- CRD
- #1542622
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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P
PHILIP ALLAN BYERS JR.
--
- CRD
- #4744380
Available
Available
Available
A
AMANDA KRISTINE HINEMAN
--
- CRD
- #6698516
Available
Available
Available
Showing 2 of 7 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,355,271 | $320,706 |
| Non-Discretionary | $19,657,339 | $4,914,335 |
| Total | $290,012,610 | $342,400 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | 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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