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⚲
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| Gimbal Financial LLC
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|
|---|---|
| CRD # | 159003 |
| SEC # | 801-110875 |
| CIK # | 0001835206 |
| AUM | $253.2 M (2025-03-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 317-578-1600 |
| Address | 620 N Rangeline Road Carmel, IN 46032 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fidelity Wise Origin Bitcoin Fund | 15.7 | ||
| Lilly Eli & Co | 13.4 | ||
| Microsoft Corp | 1.5 | ||
| Texas Instruments Inc | 1.1 | ||
| Apple Inc | 0.8 | ||
| Johnson & Johnson | 0.7 | ||
| Wal Mart Stores Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Cisco Systems Inc | 0.6 | ||
| AbbVie Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 286 | 103.3 |
| (b) Individuals (high net worth individuals) | 73 | 131.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 16.7 |
| (h) Charitable organizations | 2 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 804 | 253.2 |
| By Discretionary | ||
| Discretionary | 800 | 236.5 |
| Non-Discretionary | 4 | 16.7 |
| Total | 804 | 253.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.2 | |
| Total | 804 | 253.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001835206] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Continuum Wealth Advisors LLC
✚
|
NY | 0.3 |
|
Hilton Head Capital Partners LLC
✚
|
SC | 0.3 |
|
Chiron Capital Management LLC
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|
FL | 0.3 |
|
Beckerman Institutional LLC
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NJ | 0.3 |
|
Macro Advisors Inc
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|
PA | 0.3 |
|
Hemming& Wealth Management Inc
✚
|
MI | 0.3 |
|
Pelkonen and Associates LLC
✚
|
NY | 0.3 |
|
Black Cypress Capital Management LLC
✚
|
0.3 | |
|
JP Wealth Management Inc
✚
|
SC | 0.3 |
|
Pacifica Partners Inc
✚
|
0.3 |