GIMBAL FINANCIAL, LLC
CRD #159003 SEC #801-110875 CARMEL, IN 317-578-1600
SEC Registered
Total AUM
$253.2M
Discretionary
$236.5M
Employees
6
Clients
0
Accounts
804
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $253.2M | $236.5M | $16.7M | 6 | 0 |
| Mar 2024 | $209.7M | $194.5M | $15.2M | 5 | 0 |
| Dec 2023 | $135M | $129.7M | $5.3M | 5 | 0 |
| Dec 2023 | $135M | $129.7M | $5.3M | 5 | 0 |
| Mar 2023 | $135M | $129.7M | $5.3M | 5 | 0 |
| Mar 2023 | $135M | $129.7M | $5.3M | 5 | 0 |
| Jul 2022 | $124.3M | $117.9M | $6.4M | 5 | 0 |
| Mar 2022 | $124.3M | $117.9M | $6.4M | 5 | 0 |
| Mar 2021 | $109.5M | $102.1M | $7.4M | 4 | 0 |
| Sep 2020 | $92.8M | $87.8M | $5M | 4 | 0 |
| Jun 2020 | $92.8M | $87.8M | $5M | 4 | 0 |
| Mar 2020 | $92.8M | $87.8M | $5M | 4 | 0 |
| Oct 2019 | $132.1M | $132.1M | $0 | 8 | 0 |
| Feb 2019 | $132.1M | $132.1M | $0 | 8 | 0 |
| Mar 2018 | $132.6M | $132.6M | $0 | 8 | 0 |
| Jun 2017 | $111.6M | $111.6M | $0 | 8 | 600 |
DateMar 2025
Total AUM$253.2M
Discretionary$236.5M
Non-Disc.$16.7M
Employees6
Clients0
DateMar 2024
Total AUM$209.7M
Discretionary$194.5M
Non-Disc.$15.2M
Employees5
Clients0
DateDec 2023
Total AUM$135M
Discretionary$129.7M
Non-Disc.$5.3M
Employees5
Clients0
DateDec 2023
Total AUM$135M
Discretionary$129.7M
Non-Disc.$5.3M
Employees5
Clients0
DateMar 2023
Total AUM$135M
Discretionary$129.7M
Non-Disc.$5.3M
Employees5
Clients0
DateMar 2023
Total AUM$135M
Discretionary$129.7M
Non-Disc.$5.3M
Employees5
Clients0
DateJul 2022
Total AUM$124.3M
Discretionary$117.9M
Non-Disc.$6.4M
Employees5
Clients0
DateMar 2022
Total AUM$124.3M
Discretionary$117.9M
Non-Disc.$6.4M
Employees5
Clients0
DateMar 2021
Total AUM$109.5M
Discretionary$102.1M
Non-Disc.$7.4M
Employees4
Clients0
DateSep 2020
Total AUM$92.8M
Discretionary$87.8M
Non-Disc.$5M
Employees4
Clients0
DateJun 2020
Total AUM$92.8M
Discretionary$87.8M
Non-Disc.$5M
Employees4
Clients0
DateMar 2020
Total AUM$92.8M
Discretionary$87.8M
Non-Disc.$5M
Employees4
Clients0
DateOct 2019
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2017
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees8
Clients600