Gimbal Financial, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

159003

SEC number

801-110875

Firm type

RIA

Assets under management

$290.0M as of Mar 5, 2026

Website

www.gimbalfinancial.com ↗

Phone

317-578-1600

Address

620 N. Rangeline Road, Carmel, IN, 46032

Advisors at this firm

6 in our index · page 1 of 1

• Philip Allan ByersCRD 4744380 · Carmel, IN
  IA RegisteredRegistration inactive
• Amanda Kristine HinemanCRD 6698516 · Carmel, IN
  IA RegisteredRegistration inactive
• Elizabeth Marie RitzCRD 4331747 · Carmel, IN
  IA RegisteredRegistration inactive
• Douglas Allen ShrieveCRD 3159316 · Carmel, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Keith Alan TynerCRD 1542622 · Carmel, IN
  IA RegisteredRegistration inactive
• Caleb A TynerCRD 8057464 · Carmel, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.