Robert Isaac Willis
Investment adviser representative at Gibraltar Capital Management, Inc.
12 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
12 years in the industry.
- Gibraltar Capital Management, Inc.Jul 2024 to now
- Aim Investment HoldingsMay 2023 to Jul 2023
- Oklahoma State UniversityAug 2020 to May 2024
- Regent PrepAug 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7971347
- Firm CRD
- 122328