RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Indiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HERNANDEZ, HENRY, MATTHEWICCONA
HERNANDEZ, HENRY, MATTHEWICCONA
HERNANDEZ, HENRY, MATTHEWICCONA
SHRIEVE, DOUGLAS, ALLENICCONA
SHRIEVE, DOUGLAS, ALLENICCONA
SHRIEVE, DOUGLAS, ALLENICCONA
SHRIEVE, DOUGLAS, ALLENICCONA
SHRIEVE, DOUGLAS, ALLENICCONA
TYNER, KEITH, ALANIMEMBERE Control
TYNER, KEITH, ALANIMEMBERE Control
TYNER, KEITH, ALANIMEMBERE Control
TYNER, KEITH, ALANIMEMBERE Control
TYNER, KEITH, ALANIMEMBERE Control
TYNER, KEITH, ALANIMEMBERE Control
TYNER, KEITH, ALANIMEMBERE Control
TYNER, KEITH, ALANIMEMBERE Control
TYNER, KEITH, ALANIMEMBERE Control
PINKSTON, JIM, DAVIDIMEMBERD Control
PINKSTON, JIM, DAVIDIMEMBERD Control
PINKSTON, JIM, DAVIDIMEMBERD Control
SHRIEVE, DOUGLAS, ALLENIMEMBER, CCOD Control
TYNER, KEITH, ALANIMEMBERD Control
TYNER, KEITH, ALANIMEMBERD Control
TYNER, KEITH, ALANIMEMBERD Control
TYNER, KEITH, ALANIMEMBERD Control
TYNER, KEITH, ALANIMEMBERD Control
TYNER, KEITH, ALANIMEMBERD Control
TYNER, KEITH, ALANIMEMBERD Control
TYNER, KEITH, ALANIMEMBERD Control
SHRIEVE, DOUGLAS, ALLENIMEMBER, CCOC Control
SHRIEVE, DOUGLAS, ALLENIMEMBER, CCOC Control
SHRIEVE, DOUGLAS, ALLENIMEMBER, CCOC Control
SHRIEVE, DOUGLAS, ALLENIMEMBER, CCOC Control
SHRIEVE, DOUGLAS, ALLENIMEMBER, CCOC Control
SHRIEVE, DOUGLAS, ALLENIMEMBER, CCOB
SHRIEVE, DOUGLAS, ALLENIMEMBER, CCOB
SHRIEVE, DOUGLAS, ALLENIMEMBER, CCOB

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (6)

FL IL IN KY OH TX

Address

620 N. RANGELINE ROAD
CARMEL, IN 46032
United States
Phone: 317-578-1600