RIA Intel›Advisers›Indiana›GATES INVESTMENT ADVISORS, LLC

GATES INVESTMENT ADVISORS, LLC

Advisory

EVANSVILLE, IN

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account

$94K

across 242 accounts

AUM per adviser

$11M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients124

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, 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

124 clients

20 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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