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GALLAGHER CAPITAL ADVISORS, LLC

· CRD 170955 · IAPD ↗ · (940) 464-0404

$263.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — GALLAGHER CAPITAL ADVISORS, LLC reported RAUM up 30% ($202.6M -> $263.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2025 — GALLAGHER CAPITAL ADVISORS, LLC reported RAUM up 30% ($155.4M -> $202.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — GALLAGHER CAPITAL ADVISORS, LLC reported RAUM up 26% ($123.7M -> $155.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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