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| Gimbal Financial LLC
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| CRD # | 159003 |
| SEC # | 801-110875 |
| CIK # | 0001835206 |
| AUM | 290.0 M (2026-03-05) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001835206 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 10.8 | ||
| Microsoft Corp | 1.7 | ||
| Apple Inc | 1.1 | ||
| Texas Instruments Inc | 0.9 | ||
| Wal Mart Stores Inc | 0.9 | ||
| Johnson & Johnson | 0.8 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| AbbVie Inc | 0.7 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.7 | ||
| Cisco Systems Inc | 0.6 | ||
| Honeywell International Inc | 0.5 | ||
| Calumet Inc /DE | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 112.0 |
| (b) Individuals (high net worth individuals) | 106 | 154.8 |
| (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 | 19.7 |
| (h) Charitable organizations | 2 | 2.7 |
| (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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 847 | 290.0 |
| By Discretionary | ||
| Discretionary | 843 | 270.4 |
| Non-Discretionary | 4 | 19.7 |
| Total | 847 | 290.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.0 | |
| Total | 847 | 290.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001835206] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Leigh Baldwin & Co LLC
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|
NY | 290.6 M |
|
Lockshield Partners Inc
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|
KY | 290.6 M |
|
Birks Financial Corp
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VA | 290.6 M |
|
Godshalk Welsh Capital Management Inc
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PA | 290.5 M |
|
Martin Capital Partners LLC
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|
OR | 290.5 M |
|
M&B Investment Advisors LLC
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|
OH | 290.2 M |
|
Fox Hill Wealth Management
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|
MA | 290.2 M |
|
Pacific Sun Financial Corp
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|
CA | 290.0 M |
|
Money Management Financial Services LLC
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|
NJ | 289.6 M |
|
Family CFO Inc
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289.5 M |