Robert Willis
Gibraltar Capital Management · Tulsa, Oklahoma
Robert Willis is a fee-only financial advisor at Gibraltar Capital Management in Tulsa, Oklahoma. Robert 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.
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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 |
| SEC registration | Investment adviser representative in OK, TX · CRD 7971347 |
| Exams passed | Series 65 (2024) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.gibraltar-capital.com |
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Questions about Robert
Is Robert Willis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Gibraltar Capital Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Robert Willis based?
Robert Willis is based in Tulsa, Oklahoma.
What does Robert specialize in?
Robert's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). Robert works with founders, executives and multi-generational families.
Is Robert Willis registered with the SEC?
Yes. Robert Willis is registered as an investment adviser representative in OK and TX (CRD 7971347), 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 Robert Willis?
Through Robert'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.
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