G
Gallagher Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$223,134,783
Clients
302
13% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
302
Very HighAverage account size
$738,857
About
Gallagher Capital Advisors serves individuals (including high net worth clients) and pension/profit‑sharing plans, providing comprehensive portfolio management and retirement plan consulting. The firm reports $263,129,787 in regulatory assets under management and serves about 302 client accounts under a single‑owner structure.
The firm’s investment approach emphasizes fundamental analysis of company financials—revenue, net income, balance sheets, debt and free cash flow—when constructing portfolios that include ETFs, mutual funds, individual stocks and other public and private securities. Gallagher uses both long‑ and short‑term purchase strategies, monitors portfolios for drift, and rebalances as needed while offering individualized advice and allowing clients to impose reasonable investment restrictions.
Gallagher’s profile is atypical for supported firms in its size category: it manages over $263 million with one advisory principal and maintains roughly 302 client relationships, with assets split nearly evenly between discretionary ($132,749,215) and non‑discretionary ($130,380,572) mandates. Representatives are also licensed insurance agents who offer insurance products and receive customary compensation for those sales, a disclosed potential conflict of interest the firm says it addresses by acting in clients’ best interests.
Client services
Portfolio management
Pension consulting
Fee options
$0 - $1,000,000: 1.00% Over $1,000,000+: 0.75%
Fee-only: Annual fee based on percentage of assets under management; negotiable
Main office location
Gallagher Capital Advisors, LLC
Argyle TX, United States
Number of offices
1
Most active in
Gallagher Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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