Gatehill Financial Consulting, LLC

Overview

Gatehill Financial Consulting, LLC is a small, independent registered investment adviser focused on individualized financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly consulting fees and operates as an owner-managed RIA rather than as a capital allocator or institutional consultant. Investment activity centers on equity exposure delivered primarily through exchange-traded instruments, and the firm does not identify as an active ESG investor. Given the client base and service model, Gatehill emphasizes personalized portfolios and planning rather than large-scale institutional solutions.

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Public Holdings

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Location & Offices