Gates Investment Advisors, LLC

Overview

Gates Investment Advisors, LLC is a small, fee-based investment adviser that concentrates on individualized portfolio management for private clients and small businesses. The firm operates under an owner-led structure and combines advisory services with insurance and other financial product distribution. Investment activity is heavily equity-centered: the adviser prefers exchange-traded equities as the primary building block of client portfolios and uses discretionary management across its book. The firm’s business model emphasizes percentage-of-AUM fees and hands-on portfolio construction, typically implemented through separately managed or account-level strategies. Gates Investment Advisors does not position itself as an ESG-driven allocator and functions primarily within a single-state footprint. Advisory mandates include both individual and business/institutional portfolio management, and the firm supplements equity exposure with selected alternative allocations and annuity solutions where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices