GATES PASS ADVISORS, LLC

Overview

Gates Pass Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers, and charges a mix of percentage-of-AUM and fixed fees. The SEC registration shows the firm began in 2022 and is owned by an individual. On the investment side, the firm has a clear equity bias: its filing lists a preference for equities and highlights exchange-traded equities as the largest asset class in its managed portfolios. Gates Pass Advisors is not flagged as an active ESG investor and it does not present itself as a multi-state or pension consultant adviser. The firm’s advisory model combines discretionary portfolio management with the ability to select outside managers, suggesting a blend of in-house SMA management and third-party manager relationships when appropriate. That structure supports customized portfolios for higher-net-worth households while retaining flexibility to outsource specialized strategies.

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Public Holdings

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Location & Offices