SourcingSourcing

GALLACHER CAPITAL MANAGEMENT LLC

C43
CRD 113189·SEC 801-68279·LONE TREE, CO
AUM
$539.0M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GALLACHER CAPITAL MANAGEMENT LLC
CRD
113189
SEC file #
801-68279
EIN
000000000
DBA names
Gallacher Capital Management, Llc

Economics

AUM
$539.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$307.3M → $539.0M▲ +75%
Client mix
Individuals Other394
Individuals High Net Worth119
Pooled Investment Vehicles3

Operations

Employees (total)
14
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
9 advisors → 10 advisors▲ +11%
Primary office
LONE TREE CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
gallachercapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GALLACHER, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
GALLACHER, LLC
GILLESPIE HOLDINGS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GALLACHERCAPITAL.COM
Rdap Domain Creation Date
2002-05-28T18:50:33Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
9
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001792313
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2019-11-04
Edgar Last Filing Date
2020-12-02
Edgar Form D Count
2
Edgar Form D Offerings
2020-12-022020-12-02 · 0001792313-20-000002
2019-11-042019-11-04 · 0001792313-19-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
10465 PARK MEADOWS DRIVE, SUITE 107LONE TREE, CO 80124
Business
10465 PARK MEADOWS DRIVE, SUITE 107LONE TREE, CO 80124
Edgar EIN
000000000
Edgar Recent Filings
D/A2020-12-02 · 0001792313-20-000002
D2019-11-04 · 0001792313-19-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-28T18:50:33Z
Rdap Domain Last Changed
2025-05-29T16:10:52Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (9)

9
GALLACHER, KEVIN, ERNEST
IAR · Executive Officer · 2.5%
1970458
STOKER, QUENTIN, GARRETT
IAR · Executive Officer · 2.5%
7174966
Austin Chambers
IAR
7855346
JEFFREY WRAY
IAR
6645528
Boman Bird Stacey
IAR
7434268
RONALD GARDNER BRINGHURST
IAR
2702685
SHAWN KELLY JONES
IAR
4242304
GILLESPIE, JOHN, C
IAR
4208141
JILL LYNNE DITTER
IAR
2032044