Gateway Financial Advisors Texas, LLC

Overview

Gateway Financial Advisors Texas, LLC is an independent, owner-managed registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and supplements client outreach with published materials and educational seminars. Fee arrangements include both a percentage-of-assets model and fixed fees, allowing flexibility for different client needs. Investment activity skews toward publicly traded equities, with a stated preference for exchange-traded instruments. The firm is not positioned as a capital allocator and does not list allocations to outside alternative fund managers; its model centers on liquid, tradable instruments and pooled mutual fund exposures rather than direct private-market commitments. ESG investing is not identified as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices