$2.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2013
- Office Locations
- 1
Office Locations
8143 E. 11th Street Tulsa OK
About Wingate Capital Advisors LLC
Wingate Capital Advisors LLC is a state-registered investment adviser based in Oklahoma providing investment advisory and planning services for individuals and businesses. The firm builds customized, goal-based portfolios with a collaborative, personalized approach, with ETF and public-fund usage reflected in its managed accounts. Custody includes Charles Schwab & Co.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$68.6K AVG AUM / CLIENT
10.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
SAMUEL LEE HOREY JR
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #1987029
- Ownership
- 75% or more
Available
Available
Available
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A
Ahmed Farhan
--
- CRD
- #6840696
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,401,233 | -- |
| Total | $2,401,233 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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