Storgate, LLC
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
FINTRXOverview
Storgate, LLC is an independent registered investment adviser organized as an LLC that serves high-net-worth individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and acts as an allocator that selects third‑party managers. Its compensation model combines asset‑based fees with fixed fees. Storgate does not describe itself as an active ESG investor. The firm identifies as a capital allocator, meaning it routes client capital to external managers and funds in addition to managing portfolios directly.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$49.6M in ETFs
25%
$12.5M
75%
$37.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH ETF (FBCG) | Fidelity | Active | Large Growth | $30.7M | 612,060 | 61.79% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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