James Redman
Gibraltar Capital Management · Tulsa, Oklahoma
James Redman is a fee-only financial advisor at Gibraltar Capital Management in Tulsa, Oklahoma, who holds the CFA credential. James focuses on tax planning, estate & legacy planning and small business owners. Gibraltar Capital Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
Request an introduction to James →
Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Gibraltar Capital Management |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $1.35B across 2,041 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AR, OK, TX · CRD 2414942 |
| Exams passed | Series 63 (1994) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.gibraltar-capital.com |
| Profile |
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Redman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Gibraltar Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Gibraltar Capital Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is James Redman based?
James Redman is based in Tulsa, Oklahoma.
What does James specialize in?
James's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). James works with founders, executives and multi-generational families.
What credentials does James Redman hold?
James Redman holds the CFA credential.
Is James Redman registered with the SEC?
Yes. James Redman is registered as an investment adviser representative in AR, OK and TX (CRD 2414942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gibraltar Capital Management manage?
Gibraltar Capital Management reports $1.35B across 2,041 accounts in assets under management.
How do I contact James Redman?
Through James's website, www.gibraltar-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Gibraltar Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.