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GIBRALTAR CAPITAL MANAGEMENT, INC.

TULSA, OK · CRD 122328 · IAPD ↗ · gibraltar-capital.com · (918) 492-4209

$1.35BRegulatory AUM
18Advisory reps
31Employees
0Clients
More than 500Planning clients
4Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — GIBRALTAR CAPITAL MANAGEMENT, INC. notice-filed in GA, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — GIBRALTAR CAPITAL MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
76
April 2026 — GIBRALTAR CAPITAL MANAGEMENT, INC. grew from 12 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — GIBRALTAR CAPITAL MANAGEMENT, INC. crossed $1B in regulatory AUM ($840.6M -> $1.35B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — GIBRALTAR CAPITAL MANAGEMENT, INC. notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — GIBRALTAR CAPITAL MANAGEMENT, INC. added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
July 2025 — GIBRALTAR CAPITAL MANAGEMENT, INC. notice-filed in FL, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — GIBRALTAR CAPITAL MANAGEMENT, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.