EGATEWAY CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
COVINGTON, Kentucky
CRD number
322765
Registered since
March 31, 2023

Firm profile

FINTRX

Overview

Egateway Capital, LLC is a limited liability company that registered with the SEC in 2023 and is owned by an individual proprietor. The firm is categorized outside the common RIA peer groups and lists its primary business activity as Other Financial Product Salesperson. In addition to distribution or product-sales activity, Egateway serves as a sponsor, general partner and managing member for pooled investment vehicles, indicating its role in forming and running private funds rather than operating as a traditional advisory firm with retail accounts. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator or pension consultant in the available records. Fee arrangements and detailed advisory activities are not provided in the source data.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MICHAEL DUTTON

    COO & CFOCRD 5978067

Contacts

3 of 5
  • MARK SANCRANT

    PartnerCRD 2565572

  • CHAD SUMME

    Managing PartnerCRD 7055108

  • KEVIN GUSWEILER

    PrincipalCRD 5669539

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

COVINGTON, KY

KENTON

Location

COVINGTON, KY

Headquartered in COVINGTON, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
South
County
KENTON
Address
38 E 8th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth