RIA Intel›Advisers›Texas›GATENS FINANCIAL, LLC

GATENS FINANCIAL, LLC

Advisory

TX

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in TX

#1,853

of 2,813 advisers by AUM

Average account

$469K

across 87 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$41M

Discretionary AUM$39M

Non-Discretionary AUM$2M

Discretionary %95.1%

Total Clients26

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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