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Gasaway Investment Advisors, Inc.

Gasaway Investment Advisors, Inc.. CRD 123807

Gasaway Investment Advisors, Inc. logo

CRD: 123807

Gasaway Investment Advisors, Inc.

Kalamazoo, MI, 49009
2693240080
www.gasawayinvestments.com
$173.1M Total AUM
$172.4M Disc. AUM
1.8% 3Y CAGR
13 Employees
446 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · Matrix Trust · Raymond James
Clients
Retail and Institutional
Platforms
--
Established Date
02-01-2006
Office Locations
1

Office Locations

7110 Stadium Drive Kalamazoo MI

About Gasaway Investment Advisors, Inc.

Gasaway Investment Advisors is a Kalamazoo, MI RIA providing comprehensive wealth management for individuals and small businesses, including retirement income planning, financial planning, insurance, risk management, and legacy/estate planning. The firm also serves employer retirement plans as a 3(38) investment manager and fiduciary partner, supported by participant education content and workshops. Portfolios commonly use diversified asset allocation with ETFs and mutual funds.

Team overview

39 AVG AGE
$43.3M AVG AUM / ADVISOR
$388.1K AVG AUM / CLIENT
7 yrs AVG TENURE
13 Employees
4 Advisory Reps
4 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Delta Vertex Element vital

Client Personas

Glacier

Custodian

Focus Alpha Radial Unison

Investment Themes

Quantum Zenith crest

Investment Vehicles

Crest

Services

Momentum Quantum wave Pathway momentum Beacon North signal

Owner & Executives

JAMES EDWARD GASAWAY

JAMES EDWARD GASAWAY

President

CRD
#2068064
Ownership
75% or more
(449) 417-4848
vector.horizon@wavecapital.com
in linkedin.com/in/crest-foundation
S

STEPHANIE LEHMKUHL

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(715) 555-4599
optima.alpha@northcapital.com
in linkedin.com/in/pioneer-atlas

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Contacts

CAITLIN THERESE BORTON

CAITLIN THERESE BORTON

Investment Advisor

CRD
#5377755
(894) 843-7505
legacy.radial@quantumcapital.com
in linkedin.com/in/vector-ridge
C

CHASE MICHAEL IMBERGER

Investment Advisor

CRD
#7289533
(794) 260-7095
glacier.ridge@signalcapital.com
in linkedin.com/in/atlas-vertex
E

Element crest

Summit momentum focus

CRD
#26556
(685) 764-4553
catalyst.frontier@quantumcapital.com
in linkedin.com/in/optima-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-17-2022
12-14-2023
09-24-2024
12-16-2025
04-29-2026
Category Assets AVG. Account size
Discretionary $172,416,179 $234,261
Non-Discretionary $697,123 $63,375
Total $173,113,302 $231,745

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Separately Managed Accounts

Total SMA Asset: $173,113,302

$173.1M Total SMA
Public Funds:
12.9%
Cash:
17.6%
Equity - Exchange:
24.6%
Corporate - Investment Grade:
17.1%
Other:
5.3%
Private Funds:
22.5%
Asset class Assets Assets %
Public Funds $1,103,339,437 12.9%
Cash $1,505,331,325 17.6%
Equity - Exchange $2,104,042,648 24.6%
Corporate - Investment Grade $1,462,566,231 17.1%
Other $453,310,001 5.3%
Private Funds $1,924,429,251 22.5%
Total $8,553,018,893 100.0%

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