G
CRD: 313072
Gatehill Financial Consulting, LLC
Charlotte, NC
7045890941
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Lincoln Financial · Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-16-2021
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Gatehill Financial Consulting, LLC
Gatehill Financial Consulting, LLC is a Charlotte-based RIA. The firm has been operating for 5 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Lincoln Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Alpha Legacy Glacier
Client Personas
Pioneer wave
Investment Themes
Timber Crest crest
Investment Vehicles
Matrix
Services
Delta ember Pathway Timber quantum Harbor oak Optima crest Meridian Element momentum
Owner & Executives
James Richard Hill
Managing Member
- CRD
- #2123007
- Ownership
- 75% or more
(409) 674-1670
north.peak@insightcapital.com
in linkedin.com/in/element-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
Equity - Exchange:
75.1% Cash:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,172,023,363 | 75.1% |
| Cash | $2,046,383,246 | 24.9% |
| Total | $8,218,406,609 | 100.0% |