Gasaway Investment Advisors, Inc.

RIASEC RegisteredEst. 2021

Total AUM

$173M

Discretionary

$172M

100% of AUM

Avg account

$232K

Accounts

747

Employees

Advisory reps

Firm details

Headquarters: Kalamazoo, Michigan
CRD number: 123807
Registered since: May 3, 2021
Website: www.gasawayinvestments.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees
Client types: Pension & Profit Sharing Plans40.33%
Individuals37.56%
HNWI21.99%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gasaway Investment Advisors, Inc. is an independent, SEC‑registered investment adviser organized as a corporation and overseen by an individual owner. The firm registered with the SEC in 2021 and serves both individual & family clients and institutional relationships. Its service mix combines fee models — a percentage of assets under management plus hourly and subscription arrangements — and it also engages in insurance brokerage and other financial product sales. Advisory offerings emphasize financial planning and discretionary portfolio management for individuals and small businesses, alongside pension consulting, published commentary or newsletters, and educational seminars or workshops. The firm does not identify as an ESG investor, is not structured as a capital allocator, and is not designated a multi‑state adviser.