Storgate, LLC

RIASEC Registered
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
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 that primarily serves individual and family clients. The firm acts as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee model combines AUM-based charges with fixed fees. Storgate is not positioned as an active ESG investor, does not identify as a multi-state adviser, and does not provide pension consulting or operate as a related adviser. The firm’s practice emphasizes selecting outside managers and allocating capital to third-party funds, which aligns with its stated role as a capital allocator. That operating model suggests Storgate blends discretionary portfolio management with delegation to external specialists for certain strategies and asset classes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 12%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents12%

Owners & executives

2 of 2
  • Christian Thornburg

    Christian Thornburg

    Chief Compliance Officer, FounderCRD 4035216

  • Scott Deke

    Scott Deke

    Founder - Co-Chief Executive OfficerCRD 6387709

Contacts

2 of 2
  • William Stahl

    William Stahl

    FounderCRD 5091892

  • Jeff Deke

    Jeff Deke

    Senior Vice PresidentCRD 7282720

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 27

Active vs passive

$132M in ETFs

Passive

29%

$38.8M

Active

71%

$93.6M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY BLUE CHIP GROWTH ETF (FBCG)FidelityActiveLarge Growth$79.2M1,274,52859.80%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth