WINGATE CAPITAL ADVISORS LLC

Overview

Wingate Capital Advisors LLC is a small, fee-based advisory firm that concentrates on portfolio management for individual and family clients, including small businesses. The firm charges a percentage of assets under management and operates under an owner-managed structure. Investment activity centers on liquid, exchange-traded instruments for core exposures while also employing targeted allocations to nontraditional holdings such as digital currency and insurance solutions. The adviser runs client relationships on a primarily non-discretionary basis and does not position itself as a multi-state or institutional pension consultant. Environmental, social and governance (ESG) strategies are not a stated focus. Given the client base and asset scale, the firm appears to favor straightforward, easily administered portfolios that can be serviced through a single major custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices