# Gimbal Financial, LLC

Gimbal Financial, LLC is a RIA based in Carmel.

## Overview

- **Organization type:** RIA
- **Headquarters:** Carmel
- **Assets under management:** Undisclosed
- **Website:** https://gimbalfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/doug-shrieve-0271989

## Regulatory record

- **CRD number:** 159003
- **SEC file number:** 801-110875
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159003

## About

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.

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Last updated: 2026-07-09T00:56:40.886Z

Canonical page: https://altss.com/profile/gimbal-financial-llc

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