Westrate Capital Management, Inc.

Overview

Westrate Capital Management, Inc. is an independent, owner-operated registered investment adviser focused on serving individual and family clients and small businesses. The firm provides financial planning and discretionary portfolio management and charges clients on a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Filings indicate a clear tilt toward public equities as the primary portfolio building block, with portfolios managed through a centralized custodial relationship. The firm is not positioned as an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator to other managers. Investment activity emphasizes equity exposure, using exchange-traded vehicles as the dominant holding type while supplementing with mutual funds and select alternative real estate allocations. Given the firm’s size and reported discretionary AUM, its investment approach appears geared to tailored, account-level management for a concentrated client base rather than large institutional or pooled-fund strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices