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Galbraith Capital Investment Management Corp (Safety Harbor)


Galbraith Capital Investment Management Corp is a large advisory firm based in Safety Harbor. It manages $117 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Florida.

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Galbraith Capital Investment Management Corp provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Galbraith Capital Investment Management Corp: assets under management

The assets under management (AUM) of Galbraith Capital Investment Management Corp is $117 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $117 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Galbraith Capital Investment Management Corp for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Joseph Benson Galbraith Managing member 1 Jun 2004 75% - 100% 6036448

Based in Safety Harbor

The principal office where Galbraith Capital Investment Management Corp performs its advisory services is located at 100 Main Street, Safety Harbor, FL 34695, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-214-5150 or by fax 727-214-5160. The normal business hours are 8:30 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at galbraithcapital.com.


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