Updated:Jul 9, 2026

Gimbal Financial, LLC

GIMBAL FINANCIAL, LLC is an SEC-registered investment adviser in CARMEL, IN, registered since 2017. The firm manages $290 million in assets, with $270 million...

Gimbal Financial, LLC

GIMBAL FINANCIAL, LLC is an SEC-registered investment adviser in CARMEL, IN, registered since 2017. The firm manages $290 million in assets, with $270 million on a discretionary basis. It has 6 employees and 4 investment advisers.

Website

gimbalfinancial.com

linkedin.com/company/doug-shrieve-0271989

General information

Firm type

RIA

Location

City

Carmel

What is Gimbal Financial, LLC?

Gimbal Financial, LLC is a ria headquartered in Carmel.

Where is Gimbal Financial, LLC headquartered?

Gimbal Financial, LLC is headquartered in Carmel.

What does Altss track for Gimbal Financial, LLC?

Altss maintains an OSINT-verified profile of Gimbal Financial, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Gimbal Financial, LLC's website?

Gimbal Financial, LLC's public website is gimbalfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Gimbal Financial, LLC?

Gimbal Financial, LLC is classified by Altss as a RIA.

How does Altss source intelligence on Gimbal Financial, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Gimbal Financial, LLC's Altss profile last updated?

Gimbal Financial, LLC's profile on Altss was last refreshed on July 9, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 9, 2026. Continuous refresh with full update cycles at least every 30 days.