Domestic entity
EntityGALLAGHER RISK MANAGEMENT & INSURANCE SERVICES, INC.StatusOWNERReported since06/2026Ownership75% or moreControl personYes
Gallagher Fiduciary Advisors, LLC
ROLLING MEADOWS, IL
Form ADV and provider website profile · CRD 146509 · regulatory data as of Jul 24, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Gallagher Fiduciary Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$194.8BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
6,407Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$12.9BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$182.0BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 05/2007
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 08/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Inc. Gallagher Benefit Services | Member | 05/2007 | Domestic entity | Yes | 75% or more |
| Richard Carl Cary | Vice President And Controller | 08/2012 | Individual | Yes | Less than 5% |
| Michael William Johnson | Vice President And Area President Gallagher Fiduciary Advisors, Llc | 01/2017 | Individual | Yes | Less than 5% |
| Jennifer Ryder | Assistant Secretary, Vp & General Counsel | 06/2018 | Individual | Yes | Less than 5% |
| William F Ziebell | President | 06/2018 | Individual | Yes | Less than 5% |
| Michael John Burchill | Cfo | 02/2021 | Individual | Yes | Less than 5% |
| John Stanley Jurik | Vice President | 03/2023 | Individual | Yes | Less than 5% |
| Nicolas Ettore Medina | Chief Compliance Officer And Assistant Secretary | 04/2024 | Individual | Yes | Less than 5% |
| Bart Leland Burkhart | Vice President, Investments Practice Leader | 08/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityGALLAGHER BENEFIT SERVICES, INC.StatusOWNERReported since07/2026Ownership75% or moreControl personYes
Owners & Executives
Source: Form ADVRC
Richard Carl Cary
Vice President And Controller
MW
Michael William Johnson
Vice President And Area President Gallagher Fiduciary Advisors, Llc
WF
William F Ziebell
President
JS
John Stanley Jurik
Vice President
NE
Nicolas Ettore Medina
Chief Compliance Officer And Assistant Secretary
BL
Bart Leland Burkhart
Vice President, Investments Practice Leader
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives9
Indirect ownership records2
Regulatory statusSEC registered investment adviser
SEC registration dateMar 17, 2008
CRD number146509