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Gibraltar Capital Management, Inc.

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Client assets under management

$1,120,168,626

Clients

505

48% high-net worth

Advisors

18

of 31 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

28

Very Low

Average account size

$2,218,156

About

Gibraltar Capital Management provides discretionary portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, foundations and other institutional clients, and offers financial and estate planning. The firm also provides bookkeeping, tax preparation and business consulting services and acts as investment adviser to pooled investment vehicles.

The firm follows a value-oriented, research-driven approach with an emphasis on tax efficiency, limited turnover and a multi‑year investment horizon, and tailors portfolios to each client’s objectives and constraints. For its private funds, Gibraltar pursues alternative investments—including direct and indirect real estate, development projects, small-entity financing and hard assets—and supplies annual valuation reporting and audited financial statements to investors.

What distinguishes Gibraltar from many multi‑team peers is the combination of advisory services with in-house accounting and tax capabilities and certified accounting professionals on staff, alongside affiliated entities that sponsor and manage private funds. The firm’s affiliates receive performance-based carried interest for those pooled vehicles, and Gibraltar discloses governance and allocation practices, custody controls, and annual surprise examinations intended to address the side‑by‑side conflicts that can arise between managing liquid client accounts and illiquid private funds.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable

Project-based

Hourly rates vary based on employee experience and complexity of client circumstances for tax preparation and business consulting services.

Other

Account minimum: $500,000

Main office location

Gibraltar Capital Management, Inc.

7304 S. Yale Avenue

Tulsa OK 74136, United States

Number of offices

5

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Iowa · Louisiana · Missouri · Nebraska · Oklahoma · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christian V

CFA®, Series 65

Urbandale, IA

Gibraltar Capital Management, Inc.

Christian Voigtlander is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Gibraltar Capital Management, Inc. since 2018, following earlier roles at Helmerich & Payne, Inc. and Rustic Cuff. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach with a focus on in-house fundamental research, tax efficiency, and limited portfolio turnover, while also providing integrated accounting, consulting, and private fund advisory services.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
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Robert W

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Robert Willis is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 designation with one year of industry experience. Prior to joining Gibraltar Capital Management in 2024, he worked at Oklahoma State University and Regent Prep. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented investment approach with an emphasis on in-house research, tax efficiency, and limited portfolio turnover, and offers a range of services including portfolio management, financial and estate planning, tax preparation, and business consulting.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
user avatar

Michael C

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Michael Cropper is a Series 65-licensed financial advisor at Gibraltar Capital Management, Inc. in Tulsa, Oklahoma, with six years of industry experience. Prior to joining Gibraltar in 2019, he worked at Rupe Helmer Group and Porthaven Partners. Outside of his advisory role, Cropper serves on the advisory board of 25/8 Safety Inc., an oilfield and industrial safety training provider. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment strategy supported by in-house fundamental research and offers a range of services including portfolio management, financial and estate planning, tax preparation, bookkeeping, and business consulting.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
user avatar

Jamie C

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Jamie Cox is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 credential with six years of industry experience. He has worked at Gibraltar Capital Management since 2018 and previously at Merit Advisors from 2012 to 2017. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach with a focus on in-house research, tax efficiency, and limited portfolio turnover, while also providing comprehensive financial, tax, and consulting services.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
user avatar

Bret B

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Bret Breibeck is an advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 designation. He joined the firm in 2025 and previously worked at Truity Federal Credit Union and Walmart Distribution Center. Outside of his advisory role, he is a notary public. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented investment approach with a focus on in-house fundamental research, tax efficiency, and limited portfolio turnover, while also providing financial planning, tax services, business consulting, and management of private funds.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
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Mccrary L

CFA®, Series 63

Tulsa, OK

Gibraltar Capital Management, Inc.

Mccrary Lowe is a CFA® charterholder with 23 years of industry experience, currently serving at Gibraltar Capital Management, Inc. since 2002. He is a board member of the Oklahoma Law Enforcement Retirement System and holds managerial roles in several investment-related entities. Additionally, he acts as Trust Protector for the Stitt Family Trust and its related children’s trusts. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach emphasizing fundamental research, tax efficiency, and limited turnover, and offers a range of services including portfolio management, financial and estate planning, tax preparation, and business consulting.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
user avatar

James R

CFA®, Series 63

Tulsa, OK

Gibraltar Capital Management, Inc.

James Redman is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, where he has worked since 2002. He holds Series 63 registration and manages multiple investment-related businesses, including serving as President and CEO of several entities affiliated with Gibraltar. Outside of his advisory role, Mr. Redman is a board member of Gateway First Bank and serves as trustee for family trusts. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented investment approach with a focus on in-house fundamental research, tax efficiency, and long-term portfolio management, while also providing integrated accounting, tax, and consulting services.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
user avatar

Joseph H

Series 66

Tulsa, OK

Gibraltar Capital Management, Inc.

Joseph Hoffman is a financial advisor with Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to joining Gibraltar, he worked at LPL Financial LLC and Jay & Associates, PLLC. Outside of his advisory role, he serves as CFO and board member of Global Domination Group, LLC, an esports gaming tournaments and platform company. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach with a focus on in-house fundamental research and tax efficiency, and it integrates accounting and consulting services alongside its portfolio management and private fund advisory offerings.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
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Kelsey A

CFP®, Series 65

Edmond, OK

Gibraltar Capital Management, Inc.

Kelsey Ardies is a CFP® with nine years of industry experience, currently serving as an advisor at Gibraltar Capital Management, Inc. since 2014. She is a trustee and member of the investment committee for the Teacher's Retirement System of Oklahoma, where she participates in voting on and signing investment contracts. Gibraltar Capital Management is a multi-team wealth management firm advising individual, high-net-worth, institutional, and pooled-investment clients with a focus on active, value-oriented, long-term portfolio management supported by in-house research and tax-efficient strategies.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
user avatar

Thomas S

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Thomas Sullivent is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 credential with eight years of industry experience. He has been with Gibraltar Capital Management since 2017 and previously worked at Raymond James Financial Services Advisors Inc. in 2017. In addition to his advisory role, he is actively involved in the legal profession as an owner of the Sullivent & Fortanez law firm. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach supported by in-house fundamental research and provides a range of services including discretionary portfolio management, financial and estate planning, tax preparation, and business consulting.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
user avatar

Andrew B

CFA®, Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Andrew Boyd is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Gibraltar Capital Management, Inc. in Tulsa, OK since 2010. Boyd serves as a trustee and investment committee chair for the Oklahoma Public Employees Retirement System and is a board member of GetsLocal, Inc., an exchange and loyalty network for local merchants and small businesses. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach supported by in-house fundamental research and offers integrated accounting, tax, and consulting services alongside discretionary portfolio management and alternative investment advisory.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
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Mason R

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Mason Rike is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Strategic Financial Partners and teaching positions at the University of Arkansas, Little Rock Central High School, and Forest Heights STEM Academy. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach with an emphasis on in-house fundamental research, tax efficiency, and limited portfolio turnover, and it offers integrated accounting, tax, and consulting services alongside its investment management.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
user avatar

Jonathan W

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Jonathan Wielenga is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 designation with five years of industry experience. His prior roles include positions at JPMorgan Chase & Co. and Thomson Reuters. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach supported by in-house fundamental research and offers a range of services including portfolio management, financial and estate planning, tax preparation, bookkeeping, and business consulting.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
user avatar

Jordan K

Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Jordan King is a financial advisor with Gibraltar Capital Management, Inc. in Tulsa, OK. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at the University of Oklahoma, Security Centers Inc., Tulsa Community College, and Catoosa Public Schools. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach supported by in-house fundamental research and offers services including portfolio management, financial and estate planning, tax preparation, business consulting, and philanthropic support.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
user avatar

Gene G

CFP®, Series 65

Tulsa, OK

Gibraltar Capital Management, Inc.

Gene Gurley is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He joined Gibraltar Capital Management, Inc. in 2025 after 18 years at Miller Equity Capital Advisors. He is based in Tulsa, OK. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment strategy supported by in-house fundamental research and offers integrated services including portfolio management, financial and estate planning, tax preparation, and business consulting.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Founder/Business Owner Executive
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