Gibraltar Capital Management, Inc. (Tulsa)

Name: Gibraltar Capital Management, Inc.
Address: 9125 South Toledo Avenue, Tulsa, OK, 74137
Telephone: 918-492-4209

Gibraltar Capital Management, Inc. is a large advisory firm based in Tulsa. It manages $490.71 million of regulatory assets for 209 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, Arkansas, Colorado, Oklahoma, and Texas.

Gibraltar Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gibraltar Capital Management: assets under management

The assets under management (AUM) of Gibraltar Capital Management, Inc. is $490.71 million. The firm's AUM has grown by 1041% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $487.52 million in discretionary accounts and $3.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.34 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.19 million.

Investments

The firm invests in non-exchange traded securities the most. They account for 30% of the total AUM. The second-largest asset type is exchange traded securities, which make up 28% of the firm’s portfolio. Investments in cash and cash equivalents form 24% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gibraltar Capital Management, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients James Edward Redman serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of James Edward Redman is high net worth individuals with 104 clients and $317.66 million of assets under management. Among the 10 most similar advisory firms, Gibraltar Capital Management has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $486.32 million for 206 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Gibraltar Capital Management also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Gibraltar Capital Management, Inc.

The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

James Edward Redman has been acting as President since 1 Jul 2002. Mccrary Oliver Lowe joined the executive team most recently as the Vice President & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Edward Redman	President	1 Jul 2002	50% - 75%	2414942
Linda Meyer	Board member	1 Jul 2002	Other	4572970
Sara Elizabeth Whitwell	Board member	1 Jul 2002	Other	4633808
Mccrary Oliver Lowe	Vice president & chief compliance officer	1 Aug 2002	25% - 50%	2511221

Based in Tulsa

The principal office where Gibraltar Capital Management, Inc. performs its advisory services is located at 9125 South Toledo Avenue, Tulsa, OK 74137, which is also the mailing address of the firm. An additional office of the firm is in Fayetteville, AR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-492-4209 or by fax 918-561-6203. The normal business hours are 8:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at gibraltar-capital.com and its LinkedIn profile.