Galaria Capital Management, LLC

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Client assets under management

$82,000,000

Clients

134

15% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$611,940

About

Galaria Capital Management provides asset management and investment planning to individuals, families, trusts and small businesses, and also advises employer retirement plans. Its services include discretionary portfolio management across mutual funds, ETFs, stocks and bonds, insurance planning and coordination with estate and tax professionals — services commonly offered by firms in this category.

The firm customizes strategies to each client’s age, time horizon and risk tolerance, emphasizing asset allocation and diversification across styles, sectors and fixed income and using approaches such as buy-and-hold, dollar‑cost averaging and periodic rebalancing. Accounts are monitored with third‑party software and reviewed on a regular or event‑driven basis, and the firm attempts to accommodate clients’ faith‑based or socially conscious investment preferences when practicable.

Distinctive elements disclosed in the brochure include an explicit no‑minimum account policy and a business model that combines percentage‑of‑AUM advisory fees with the potential to earn commissions on recommended insurance and annuity products, creating a dual‑compensation arrangement that is disclosed to clients. The firm also accepts engagement to manage employer retirement plans, may deduct management fees for outside retirement accounts from non‑retirement accounts when authorized, and operates with a small advisor team that provides hands‑on review and planning.

Client services

Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Disability insurance ESG / Sustainable investing

Occupation focus

Founder/Business Owner

Fee options

Fixed

Flat fees charged as described in Fees & Compensation Item numbers 5A and 5B.

Percentage

$0 - $1,000,000: 1% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.5% annually $3,000,001+: Negotiable

Commissions

Commission earned on insurance and annuity products sold, separate from advisory fees.

Other

Fee-only: Advisory fees based on assets under management as per tiered schedule; flat fees also charged as described.

Main office location

Galaria Capital Management, LLC

Naperville IL, United States

Number of offices

Most active in

Illinois · Michigan · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 800-957-1079

Advisors at this firm

Ibrahim G

ChFC®, Series 66

Naperville, IL

Galaria Capital Management, LLC

Ibrahim Galaria is the principal of Galaria Capital Management, LLC in Naperville, IL, holding the ChFC® designation and Series 66 license with 23 years of industry experience. He has been with Galaria Capital Management since 1994. Outside of advisory work, he manages a family-owned medical office property in Virginia. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation, diversification, and accommodating faith-based or socially conscious preferences when practicable.

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Disability insurance ESG / Sustainable investing Founder/Business Owner

Alzena S

CFP®, Series 63, Series 65

Naperville, IL

Galaria Capital Management, LLC

Alzena Saleem is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Galaria Capital Management, LLC since 2012. She holds Series 63 and Series 65 licenses and is based in Naperville, IL. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation and diversification across various investment styles and sectors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Disability insurance ESG / Sustainable investing Founder/Business Owner

Irfan G

Series 65, Series 66

Naperville, IL

Galaria Capital Management, LLC

Irfan Galaria is a financial advisor at Galaria Capital Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is also the physician and president of Galaria Plastic Surgery & Dermatology, a medical-surgical practice he has operated since 2009. Galaria Capital Management serves individuals, families, trusts, small businesses, and employer retirement plans, providing discretionary portfolio management and investment planning. The firm customizes strategies based on client age, risk tolerance, and time horizon, emphasizing asset allocation and diversification while accommodating faith-based or socially conscious preferences when practicable.

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Disability insurance ESG / Sustainable investing Founder/Business Owner

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