# KALTBAUM CAPITAL MANAGEMENT, LLC

KALTBAUM CAPITAL MANAGEMENT, LLC of ORLANDO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 123991
- Type: SEC-registered investment adviser
- SEC file number: 801-132465
- Location: 201 S ORANGE AVE., STE. 1017, ORLANDO, FL, 32801
- Phone: 407-514-3180
- Latest filing: 2026-03-27
- Regulatory AUM: $110.9M
- Discretionary AUM: $110.1M
- Non-discretionary AUM: $782K
- Clients: 2
- Accounts: 227

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Corporations, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Gary Brian Kaltbaum | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| KALTBAUM GARY BRIAN | CEO; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123991/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123991/similar
- Related entities: https://search.stillhousedata.com/firm/123991/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123991

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.