GF
GIMBAL FINANCIAL, LLC
SEC RegisteredCARMEL, INhttps://gimbalfinancial.com317-578-1600
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
847
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthCharitable Organizations
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 274 | $112M |
| High Net Worth Individuals | 106 | $155M |
| Charitable Organizations | 4 | $20M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Keith Alan Tyner
MEMBER
Douglas Allen Shrieve
MEMBER, CCO
Office locations
1 office in 1 state
IN
CARMELHQ
Advisors at this firm
5 advisors in the directory
Philip Allan Byers
Investment Adviser Representative
Amanda Kristine Hineman
Investment Adviser Representative
Douglas Allen Shrieve
Investment Adviser Representative
Caleb A Tyner
Investment Adviser Representative
Keith Alan Tyner
Investment Adviser Representative
Regulatory & compliance
CRD number
#159003
SEC Number
801-110875
Disciplinary History
No
Fee Model & Minimums
Model: AUM
| 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
Website
gimbalfinancial.comPhone
317-578-1600Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
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.