Kaltbaum Capital Management

Kaltbaum Capital Management

Kaltbaum Capital Management was founded in 2005 by Gary Kaltbaum, a former trading-desk executive whose market commentary now reaches a national radio audience. The firm operates from Boca Raton, Florida, managing separately managed accounts for high-net-worth individuals. Kaltbaum's public record as a Fox Business contributor and syndicated radio host has made him one of the more visible retail-facing money managers in the southeast US. The firm's strategy concentrates on US-listed equities, selecting positions through a technical-analysis framework that emphasizes momentum, relative strength, and strict stop-loss discipline. The portfolio typically holds 15 to 30 names and can shift to significant cash allocations during market downturns — a defensive posture that differentiates it from fully invested benchmarks. Sector exposure rotates based on Kaltbaum's macro and chart-driven signals, with historical activity spanning technology, financials, consumer discretionary, and industrials. The strategy does not use leverage or derivatives; it is a plain-equity approach that treats capital preservation as the primary risk control. Kaltbaum Capital Management remains a boutique, with Gary Kaltbaum as the sole portfolio decision-maker. The firm does not disclose total assets under management or client count, and it maintains no additional offices. Kaltbaum runs a parallel media business — his nationally syndicated radio show "The Gary Kaltbaum Investor Edge" and regular Fox Business appearances — that functions as both a client-acquisition channel and a real-time window into his market views. No institutional or commingled vehicles are offered. The firm's structural differentiator is its founder's dual role as active money manager and broadcast commentator — a configuration that trades portfolio transparency for marketing reach. This model embeds the investment process inside a personal brand, where strategy changes are visible to prospects and clients simultaneously. Succession risk is undiversified: Kaltbaum is the sole investment authority, with no publicly named deputy or second-generation team.