Gables Capital Management
- Company typePrivate
- Founded1997
- HeadquartersMiami, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Gables Capital Management firmographics
Firmographics- Name
- Gables Capital Management
- Legal name
- Gables Capital Management, Inc.
- Website
- https://gablescapital.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Gables Capital Management industry classification
Industry- Product category
- Wealth Management / Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Gables Capital Management is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Gables Capital Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Investment advisory fees charged for managing privately managed portfolios for individual, corporate, and institutional clients. The firm is registered as an investment adviser with the SEC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Customized advisory services for individual, corporate and institutional clients |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Gables Capital Management product offering
Product offeringCore offering
Gables Capital Management is a boutique investment advisory firm that provides privately managed multi-asset portfolios for individual, corporate, and institutional clients, with services including Wealth Management (tailored investment strategies and customizable financial plans), Specialized Services (Death Care trust management for funeral homes and cemeteries), and Cypress Grove Partners (proprietary long/short equity strategy for accredited investors). The firm's investment approach centers on asset allocation as the primary driver of portfolio performance across public equities, fixed income, and alternatives.
Product overview
GCM is a boutique investment advisory firm offering three integrated services: Wealth Management (tailored investment strategies and customizable financial plans), Specialized Services (Death Care asset management since 1994), and Cypress Grove Partners (proprietary long/short equity strategy for accredited investors). The firm emphasizes asset allocation and manages diversified portfolios across public equities, fixed income, and alternatives.
Differentiator
Problem solved
Functional benefit
Brands
- Cypress Grove Partners: A proprietary long/short equity strategy managed by GCM on behalf of accredited clients, seeking compelling risk-adjusted returns.
Products and services
- Wealth Management Comprehensive investment solutions for sophisticated investors through tailored investment strategies and customizable financial plans, serving individual, corporate, and institutional clients with privately managed multi-asset portfolios.
- Specialized Services (Death Care Asset Management) Management of Death Care assets for clients in the funeral home and cemetery industry, providing specialized trust management expertise dating back to 1994.
- Cypress Grove Partners Proprietary long/short equity strategy managed by GCM on behalf of accredited clients, seeking to deliver compelling risk-adjusted returns using the firm's decades of investment experience.
Quantifiable outcome
- Client retention rate exceeds 95% over the past decade
Companies that use Gables Capital Management
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles5 records
Gables Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Gables Capital Management partnerships and signals
Strategic signalScale indicators4 records
Recent moves3 records
Expansion highlights3 records
Gables Capital Management competitors and assessment
Company assessmentBroad incumbents
- Focus Partners: Wealth management aggregator that has acquired numerous boutique RIAs. Relevant as a potential acquirer and as a comparable in the multi-asset boutique RIA segment GCM operates within.
- Mercer Advisors: Large RIA serving HNW individuals with comprehensive wealth management including multi-asset portfolios. Comparable in service offerings but operates at significantly greater scale through acquisitions.
- Cetera Financial Group: Large RIA network supporting independent financial advisors with technology, compliance, and investment offerings. Comparable as a platform through which GCM could potentially scale or partner.
- Glenmede: Established wealth manager and trust company serving UHNW families and institutions with multi-asset portfolio management. Comparable in multi-asset capabilities and trust/estate expertise, though at much larger scale.
Direct peers
- Bridgeworth Wealth Management: Boutique RIA serving individuals, families, and institutions with multi-asset portfolio management. Comparable in size, service model, and emphasis on personalized financial planning.
- Halbert Hargrove: Long-established boutique RIA based in Southern California with similar multi-asset advisory focus and similar AUM scale, serving HNW individuals and families. Directly comparable as a relationship-driven boutique investment adviser.
- Exencial Wealth Advisors: Mid-size boutique RIA offering investment management and financial planning for individuals and institutions. Comparable in multi-asset approach and boutique positioning targeting similar client segments.
- Krilogy Financial: Boutique RIA headquartered in St. Louis offering wealth management and institutional services across multi-asset portfolios. Closely comparable in boutique scale, fee model, and personalized advisory positioning.
- WorthPointe Wealth Advisors: Fee-only boutique RIA serving HNW individuals and families with multi-asset portfolios. Directly comparable in business model, scale, and fee-only advisory approach.
Emerging players
- Cresset Capital Management: Multi-family office and boutique RIA with multi-asset capabilities serving UHNW families. Comparable in multi-asset philosophy and relationship-based service, though typically serving a higher-net-worth tier.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Gables Capital Management social profiles
Digital presenceGables Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Gables Capital Management leadership team
Management profileNumber of profiles
Gables Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Gables Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Gables Capital Management
What does Gables Capital Management do?
Gables Capital Management is a boutique investment advisory firm that provides privately managed multi-asset portfolios for individual, corporate, and institutional clients, with services including Wealth Management (tailored investment strategies and customizable financial plans), Specialized Services (Death Care trust management for funeral homes and cemeteries), and Cypress Grove Partners (proprietary long/short equity strategy for accredited investors). The firm's investment approach centers on asset allocation as the primary driver of portfolio performance across public equities, fixed income, and alternatives.
Is Gables Capital Management a public or private company?
Gables Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Gables Capital Management founded?
Gables Capital Management was founded in 1997. It employs 1 to 10 people.
Where is Gables Capital Management based?
Gables Capital Management is headquartered in Miami, United States, in the North America region.
How does Gables Capital Management make money?
One revenue line is on record: investment Advisory Services.
Who are Gables Capital Management's main competitors?
Broad incumbents on record are Focus Partners, Mercer Advisors, Cetera Financial Group and Glenmede. Direct peers are Bridgeworth Wealth Management, Halbert Hargrove, Exencial Wealth Advisors, Krilogy Financial and WorthPointe Wealth Advisors. Cresset Capital Management is listed as an emerging player.
Does Gables Capital Management have an API?
No public API is recorded for Gables Capital Management.
What industry is Gables Capital Management in?
Gables Capital Management's product category is Wealth Management / Investment Advisory Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAJAD, Target-Risk / Risk-Profile Model Portfolios. Its NAICS code is 523940 and its SIC code is 6282.