Storgate, LLC

RIASEC RegisteredEst. 2025

Total AUM

$184M

Discretionary

$184M

100% of AUM

Avg account

$7.7M

Accounts

24

Employees

6

Advisory reps

4

Firm details

Headquarters: ,
CRD number: 334632
Registered since: February 14, 2025
Website: storgate.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations49.56%
HNWI46.56%
Corporations / Businesses3.88%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Storgate, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm identifies as a capital allocator and serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model combines a percentage of assets under management with fixed-fee arrangements. Storgate does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities61%
Public Funds/Mutual Funds27%
Cash & Cash Equivalents12%

Owners & executives

2 of 2

Scott Deke
Founder - Co-Chief Executive OfficerCRD 6387709
Christian Thornburg
Chief Compliance Officer, FounderCRD 4035216

Contacts

2 of 2

William Stahl
FounderCRD 5091892
Jeff Deke
Senior Vice PresidentCRD 7282720

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 27

Active vs passive

$132M in ETFs

Passive

29%

$38.8M

Active

71%

$93.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FIDELITY BLUE CHIP GROWTH ETF (FBCG)	Fidelity	Active	Large Growth	$79.2M	1,274,528	59.80%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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