Thomas Sullivent is a registered investment advisor at Gibraltar Capital Management, INC., based in Tulsa, OK, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 6 more. Their firm serves 529 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25,000,000 are negotiable. Fees are negotiable based on aggregate related party portfolio size, family holdings, low-cost basis securities, or pre-existing relationships.
Fee Estimator
Location
6315 East 102nd Street, Tulsa, OK, 74137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is involved in several non-investment related business activities, including real estate rental income, a men's shoe sales business, a legal document storage business, and a law firm. He dedicates a significant amount of time (nearly full-time) to the law firm and minimal time to the other ventures.
Employment History
Current Registrations
Gibraltar Capital Management, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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