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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-13-2006
- Office Locations
- 1
Office Locations
About Gates Investment Advisors, LLC
Gates Investment Advisors, LLC provides investment advisory and asset management paired with financial education, tax preparation/analysis, and lifetime income planning. The firm emphasizes risk control, fee and tax awareness, and active market responsiveness in portfolio management, with portfolios primarily implemented using ETFs. Client base is retail, including entrepreneurs, and the team offers complimentary portfolio and tax reviews.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 124 clients, or 62 clients per representative. That equates to $183.9K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Gates Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GARY EUGENE GATES
Chief Compliance Officer, Chief Financial Officer, Owner
- CRD
- #5293527
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ELIZABETH KAY ALLISON
--
- CRD
- #7552004
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,800,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Gates Investment Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.