Joseph Alan Hoffman
Investment adviser representative at Gibraltar Capital Management, Inc.
24 yearsExperience
2 statesRegistered in
$1.3BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Gibraltar Capital Management, Inc.Jan 2023 to now
- LPL Financial LLCJul 2022 to Mar 2023
- Jay & Associates, PllcJan 2022 to Oct 2022
- UnemployedSep 2021 to Jan 2022
- Colonial Title CompanySep 2021 to Sep 2021
- Oklahoma Title CompanyApr 2019 to Jul 2021
- UnemployedJun 2018 to Apr 2019
- Hoffman Fixtures CompanyFeb 2002 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Gibraltar Capital Management, Inc.
$1.3BAssets managed
529Clients
18Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4452382
- Firm CRD
- 122328