# Gimbal Financial

Gimbal Financial is a RIA based in Carmel, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Carmel, United States
- **Region:** North America
- **Address:** 620 N Rangeline Road, Carmel, IN 46032, United States
- **Assets under management:** Undisclosed
- **Website:** gimbalfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/gimbal

## 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 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.

## Sectors

- Financial Services

## People

- Keith Tyner — Advisor
- Doug — Advisor
- Phil — Advisor
- Caleb — Advisor

## Questions

### Who runs investment decisions at Gimbal Financial?

The firm is led by Keith Tyner, who is listed as an advisor. Other advisors include Doug, Phil, and Caleb. The firm does not publicly name a Chief Investment Officer or describe an investment committee process.

### How does Gimbal Financial source proprietary deal flow?

The firm discloses no sourcing model, proprietary deal flow, or direct investment activity. Its website focuses on general financial guidance, not alternative investments or private markets.

### What investment stages and asset classes does Gimbal Financial target?

The firm does not publish any specific asset allocation, stage preferences, or investment vehicles. It describes itself as an independent financial services firm without detailing a strategy.

### Does Gimbal Financial make direct investments or focus on fund allocations?

No public information exists about direct investments or fund allocations. The firm does not disclose any portfolio holdings or co-investment activity.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/gimbal

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