Gimbal Financial, LLC
SEC RegisteredSTRATEGIC WEALTH ADVOCATES
About the firm
Gimbal Financial is an independent financial services firm, servicing clients with a single vision: honoring families, colleagues, clients, and suppliers through honest, objective financial guidance. Led by Keith Tyner, the firm considers itself a family, and since its founding, has been inviting others along on the journey. Gimbal Financial, LLC is a registered investment advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Honest, objective financial guidance as an independent financial services firm and registered investment advisor
Who they serve
Families, colleagues, clients, and suppliers
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 274 | $112M |
| High Net Worth Individuals | 106 | $155M |
| Charitable Organizations | 4 | $20M |
| State/Municipal Entities | 2 | — |
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $999,999 | 1.25% |
| $1,000,000 - $1,999,999 | 1.00% |
| $2,000,000 - $4,999,999 | 0.90% |
| $5,000,000+ | — |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gimbal Financial, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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