RIA Intel›Advisers›Oklahoma›WINGATE CAPITAL ADVISORS LLC

WINGATE CAPITAL ADVISORS LLC

Advisory

TULSA, OK

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$69K

across 35 accounts

AUM per adviser

$1M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients35

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK, 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

35 clients

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

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Advisers of similar size in OK

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

MICHAEL WATERS INVESTMENT ADVISERS LLC

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FLATLANDS WEALTH LLC

OKLAHOMA CITY, OK

$3M

EMPOWER FINANCIAL ADVISORS, LLC

$3M

MIDWEST FINANCIAL MANAGEMENT, LLC

$3M

HUGHES CAPITAL MANAGEMENT, LLC

$3M

ZELUS WEALTH MANAGEMENT, LLC

$2M

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