Gables Capital Management Inc
- Regulatory AUM
- $439M
- Discretionary
- $439M
- Clients
- 178
- Avg AUM / client
- $2.5M
- Accounts
- 359
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Investments (13F portfolio — 472 positions, $236,004,157)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $18,591,912 | 106,605 | 7.88% | 4.24% |
| 2 | Apple Inc | COM | $14,056,160 | 55,385 | 5.96% | 3.2% |
| 3 | Catalyst Pharmaceuticals Inc | COM | $10,512,626 | 424,581 | 4.45% | 2.4% |
| 4 | Palantir Technologies Inc | CL A | $9,800,467 | 66,998 | 4.15% | 2.23% |
| 5 | Mastec Inc | COM | $6,521,348 | 20,269 | 2.76% | 1.49% |
| 6 | Jpmorgan Chase & Co | COM | $6,381,507 | 21,694 | 2.7% | 1.45% |
| 7 | Home Depot Inc | COM | $5,227,379 | 15,894 | 2.22% | 1.19% |
| 8 | Caterpillar Inc | COM | $5,136,335 | 7,250 | 2.18% | 1.17% |
| 9 | Amazon Com Inc | COM | $4,687,325 | 22,506 | 1.99% | 1.07% |
| 10 | Bank America Corp | COM | $4,433,862 | 90,951 | 1.88% | 1.01% |
| 11 | Microsoft Corp | COM | $4,330,249 | 11,698 | 1.83% | 0.99% |
| 12 | Walmart Inc | COM | $4,319,849 | 34,759 | 1.83% | 0.98% |
| 13 | Alphabet Inc | CAP STK CL C | $4,250,405 | 14,817 | 1.8% | 0.97% |
| 14 | Chevron Corporation | COM | $4,135,314 | 19,987 | 1.75% | 0.94% |
| 15 | Mcdonalds Corp | COM | $4,056,122 | 13,051 | 1.72% | 0.92% |
| 16 | Ishares Tr | S&P 500 GRWT ETF | $3,958,850 | 35,000 | 1.68% | 0.9% |
| 17 | Visa Inc | COM CL A | $3,368,768 | 11,146 | 1.43% | 0.77% |
| 18 | Coca Cola Co | COM | $3,153,109 | 41,461 | 1.34% | 0.72% |
| 19 | Ge Vernova Inc | COM | $3,083,083 | 3,532 | 1.31% | 0.7% |
| 20 | Johnson & Johnson | COM | $3,007,101 | 12,302 | 1.27% | 0.69% |
| 21 | Procter & Gamble Co | COM | $2,837,667 | 19,646 | 1.2% | 0.65% |
| 22 | Alphabet Inc | CAP STK CL A | $2,833,041 | 9,852 | 1.2% | 0.65% |
| 23 | Ishares Tr | S&P 500 VAL ETF | $2,814,630 | 13,330 | 1.19% | 0.64% |
| 24 | Mastercard Incorporated | CL A | $2,735,139 | 5,474 | 1.16% | 0.62% |
| 25 | Netflix Inc. | COM | $2,686,433 | 27,940 | 1.14% | 0.61% |
Top 25 of 472 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $9.0M | 2.04% |
| High net worth individuals | 76 | $168M | 38.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $19.0M | 4.34% |
| Pension and profit sharing plans | 3 | $2.7M | 0.62% |
| Charitable organizations | 1 | $10.9M | 2.48% |
| Corporations and other businesses | 54 | $229M | 52.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $12.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cypress Grove Partners, L.P. | Hedge Fund | Delaware | $12.0M | 31 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Michael Mckenna | President | Apr 1997 (29y) | 50% – 75% | |
| Judith Ellen Neiwirth | Executive Vice President/Chief Compliance Officer | Sep 1997 (29y) | 50% – 75% | |
| Alec Michael Mc Kenna | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $12.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cypress Grove Partners, L.P. | Hedge Fund | $12.0M | $100K | 31 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- RBC $199M (45% of AUM) Mar 2026
- Argent Trust Company $132M (30% of AUM) Mar 2026
- Live Oak Bank $118M (34% of AUM) Feb 2019
- Regions Bank $69.2M (16% of AUM) Mar 2025
- Clearpoint Federal Bank & Trust $52.6M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗