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| Gallagher Capital Advisors LLC
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|---|---|
| CRD # | 170955 |
| SEC # | 801-123612 |
| CIK # | 0002034519 |
| AUM | 263.1 M (2026-03-03) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 940-464-0404 |
| Address | |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034519 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.3 | ||
| Nvidia Corp | 7.3 | ||
| Microsoft Corp | 4.3 | ||
| Costco Wholesale Corp /NEW | 4.0 | ||
| Pfizer Inc | 3.9 | ||
| Amazon Com Inc | 3.9 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Visa Inc | 3.3 | ||
| Blackstone Group LP | 2.9 | ||
| Netflix Inc | 2.9 | ||
| Wal Mart Stores Inc | 2.5 | ||
| Facebook Inc | 2.2 | ||
| Verizon Communications Inc | 2.2 | ||
| Intuitive Surgical Inc | 2.1 | ||
| ServiceNow Inc | 1.9 | ||
| Snowflake Inc | 1.7 | ||
| Lilly Eli & Co | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Morgan Stanley | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 64.1 |
| (b) Individuals (high net worth individuals) | 40 | 159.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 22.3 |
| (h) Charitable organizations | 0 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 14.8 |
| (n) Other | 0 | 0.0 |
| Total | 553 | 263.1 |
| By Discretionary | ||
| Discretionary | 320 | 132.7 |
| Non-Discretionary | 233 | 130.4 |
| Total | 553 | 263.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.1 | |
| Total | 553 | 263.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002034519] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
Bankplus Wealth Management LLC
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262.6 M | |
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Waterstone Financial Advisory LLC
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|
Stark Wealth Management LLC
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|
PFC Capital Group Inc
✚
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CA | 262.5 M |