Gimbal Financial, LLC
Gimbal Financial, LLC is an SEC-registered mass-market adviser in Carmel, IN with $290.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Gimbal Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159003, SEC 801-110875, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $290.0M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- Carmel, IN
- Employees
- 6
- Clients
- 388
- CRD
- 159003
- Ownership
- TYNER, KEITH, ALAN; SHRIEVE, DOUGLAS, ALLEN; PINKSTON, JIM, DAVID; MITCHELL, SUSAN, ELAINE; HERNANDEZ, HENRY, MATTHEW
How much AUM does Gimbal Financial, LLC have?
Gimbal Financial, LLC reported $290.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Gimbal Financial, LLC?
Disclosed owners and executives of Gimbal Financial, LLC include TYNER, KEITH, ALAN, SHRIEVE, DOUGLAS, ALLEN, PINKSTON, JIM, DAVID, MITCHELL, SUSAN, ELAINE, HERNANDEZ, HENRY, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.