Gallacher Capital Management, LLC logo

Gallacher Capital Management, LLC

Updated today

Client assets under management

$511,772,298

Clients

513

23% high-net-worth

Advisors

10

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

51

Typical

Average account size

$997,607

About

Gallacher Capital Management (GCM) advises individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities, offering integrated wealth management, investment management, financial planning and retirement plan consulting. Services are delivered through discretionary and non‑discretionary Investment Advisory Agreements and the firm’s proprietary GEM platform, and clients may be given access to tools such as eMoney for consolidated reporting.

The firm’s investment process is consultative: individual advisor representatives select research and model portfolios and implement client objectives through GEM Allocation, GEM Direct (quantitative stock screens), GEM Direct Indexing for customization and tax efficiency, and an optional tax‑managed overlay. GCM may allocate to both proprietary and third‑party funds, reviews portfolios on an ongoing basis, and generally manages client accounts on a discretionary basis consistent with agreed objectives.

GCM is distinctive among peer team firms for its role as adviser and affiliate to pooled private investment vehicles — including GEM Private Equity Fund I and II (investments tied to Folium BioSciences debt and warrants) and GEM goHomePort Fund (a real‑estate vehicle) — and for charging performance‑based incentives on those funds (e.g., 50% of profits for GEM Funds I/II subject to a 5% preferred return; 30% for goHomePort). The firm is also affiliated with another registered adviser (GBG Wealth Management LLC), operates as a licensed insurance agency whose representatives may earn commissions, and discloses policies to address conflicts from side‑by‑side management and fund recommendations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Real estate investing Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting fees range from $2,500 to $20,000, negotiable based on plan complexity

Commissions

Commission fees may be received from insurance product sales on a split commission basis

Performance-based

Performance fees in affiliated private funds: 50% of profits exceeding original capital plus 5% preferred return in GEM Fund I and II; 30% of realized profits in GEM goHomePort Fund

Other

Minimum fee: Administrative fee up to $16.75 per quarter or $67 annually for certain clients

Main office location

Gallacher Capital Management, LLC

10465 Park Meadows Dr, #107

Lone Tree CO 80124, United States

Number of offices

5

Most active in

Arizona · California · Colorado · Minnesota · Texas · Utah · Washington

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

Quentin S

PFS™, Series 65

Lone Tree, CO

Gallacher Capital Management, LLC

Quentin Stoker is a financial advisor with Gallacher Capital Management, LLC, holding a PFS™ designation and Series 65 license, and has six years of industry experience. His prior experience includes roles at Figure Financial, Capital Performance Advisors, Thomas Doll CPA's, and Deloitte & Touche LLP. He also operates Stoker Advisory, Tax, and Accounting PC, a CPA firm focused on bookkeeping and tax preparation. Gallacher Capital Management provides integrated wealth management and investment services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, managing accounts primarily on a discretionary basis.

Private / alternative investments Real estate investing Tax-loss harvesting
user avatar

Kevin G

Series 63

Lone Tree, CO

Gallacher Capital Management, LLC

Kevin Gallacher is a financial advisor with Gallacher Capital Management, LLC in Lone Tree, Colorado, holding a Series 63 designation and 27 years of industry experience. He has been with Gallacher Capital Management since 1992 and maintains majority ownership through his management and holding company, Gallacher LLC. In addition to his advisory role, Mr. Gallacher is involved in a Colorado-based construction development company focused on self-storage real estate and oversees a private equity investment management company. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, financial planning, and retirement consulting. The firm employs a consultative investment process that incorporates proprietary and third-party funds, discretionary account management, and access to various portfolio customization and tax efficiency tools, including its GEM platform and affiliated private investment vehicles.

Private / alternative investments Real estate investing Tax-loss harvesting
user avatar

John G

Series 63, Series 66

Lone Tree, CO

Gallacher Capital Management, LLC

John Gillespie is a financial advisor with Gallacher Capital Management, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Gallacher Capital Management since 2010. His business activities include management and oversight services to Gallacher Capital Management through Gillespie Holdings, LLC, as well as investment management services via Gallacher Equity Management, LLC. Gallacher Capital Management provides integrated wealth management and investment services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a consultative investment approach that includes proprietary platforms and offers access to various investment vehicles, including private equity funds and real estate vehicles.

Private / alternative investments Real estate investing Tax-loss harvesting
user avatar

Boman S

Series 65

Lone Tree, CO

Gallacher Capital Management, LLC

Boman Stacey is a financial advisor at Gallacher Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Abbott and KLAS Research. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, financial planning, and retirement plan consulting. The firm employs a consultative investment process using proprietary platforms and manages client accounts on a discretionary basis, with distinctive involvement in pooled private investment vehicles and affiliated registered advisers.

Private / alternative investments Real estate investing Tax-loss harvesting
user avatar

Jill D

CFP®, Series 63, Series 65

Palm Desert, CA

Gallacher Capital Management, LLC

Jill Ditter is a CFP® with 21 years of industry experience, currently with Gallacher Capital Management, LLC since 2013. She manages financial planning and investment advisory services as part of a 10-advisor team. Outside of her advisory role, she spends a small portion of her time preparing year-end tax returns for her husband’s carpet and upholstery cleaning business. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering integrated wealth management, investment management, financial planning, and retirement plan consulting. The firm uses a consultative investment process, implementing client objectives through its proprietary GEM platform and managing portfolios generally on a discretionary basis.

Private / alternative investments Real estate investing Tax-loss harvesting
user avatar

Austin C

Series 65

Lone Tree, CO

Gallacher Capital Management, LLC

Austin Chambers is a financial advisor at Gallacher Capital Management, LLC with a Series 65 designation and two years of industry experience. His work history includes roles at Gallacher Capital Management since 2022, Maine Distributors, and the University of Maine. Gallacher Capital Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing integrated wealth management, investment management, financial planning, and retirement plan consulting. The firm employs a consultative investment process utilizing proprietary platforms and offers access to various portfolio management tools.

Private / alternative investments Real estate investing Tax-loss harvesting
user avatar

Ronald B

Series 63, Series 65

Phoenix, AZ

Gallacher Capital Management, LLC

Ronald Bringhurst is a financial advisor with Gallacher Capital Management, LLC in Phoenix, Arizona, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Gallacher Capital Management since 2017 and also leads Bringhurst Financial Services, LLC, a CPA and tax preparation firm, since 2003. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, and financial planning services. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, including private investment vehicles with performance-based fee structures.

Private / alternative investments Real estate investing Tax-loss harvesting
user avatar

Shawn J

CFP®, Series 63, Series 66

Mesa, AZ

Gallacher Capital Management, LLC

Shawn Jones is a CFP® professional with 25 years of industry experience, currently serving at Gallacher Capital Management, LLC since 2014. Based in Mesa, AZ, he also maintains a life insurance and business management practice. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, financial planning, and retirement plan consulting. The firm employs a consultative investment approach utilizing proprietary platforms and manages client portfolios with both discretionary and non-discretionary agreements.

Private / alternative investments Real estate investing Tax-loss harvesting
user avatar

Jordan G

Series 66

Lone Tree, CO

Gallacher Capital Management, LLC

Jordan Gallacher is a financial advisor at Gallacher Capital Management, LLC with 12 years of industry experience. He has been with Gallacher Capital Management since 2013 and holds a Series 66 designation. Outside of his advisory role, he is involved with Krona, LLC and Gallacher Equity Management, LLC, both of which provide management and investment services related to his firm. Gallacher Capital Management serves individuals, retirement plans, trusts, and other entities by offering wealth management, financial planning, and investment management through discretionary and non-discretionary agreements. The firm employs a consultative investment process incorporating proprietary private investment vehicles and customized portfolio strategies.

Private / alternative investments Real estate investing Tax-loss harvesting
user avatar

Jeffrey W

CFA®

Lone Tree, CO

Gallacher Capital Management, LLC

Jeffrey Wray is a CFA® charterholder with eight years at Gallacher Capital Management, LLC and a total of four years in the financial industry. Prior to joining Gallacher, he held roles at Brigham Young University, including time with the university police department. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities through integrated wealth management, investment management, financial planning, and retirement plan consulting. The firm employs a consultative investment process utilizing proprietary platforms and model portfolios, and it is notable for managing private investment vehicles alongside traditional advisory services.

Private / alternative investments Real estate investing Tax-loss harvesting
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