EASTGATE CAPITAL ADVISORS LLC
SEC RegisteredSecure Future
About the firm
Eastgate Capital Advisors LLC is a holistic financial advisory practice and multi-family office with an important distinction – a focus on you. The firm understands clients' needs and customizes its service offerings to meet individual needs. The firm utilizes the ensemble or team approach, rather than silo model, to deliver client services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning (goals-based, retirement, college, insurance analysis, cash flow, estate plan analysis), financial advisory (discretionary asset management, asset allocation, investment manager selection), small business services (401k plans, profit sharing plans, cash balance plans, defined benefit plans), and family office services (comprehensive financial planning, custom family education, medical invoice reconciliation, bill payment, estate and wealth transfer planning, tax preparation, investment tax planning, risk management, liability management)
Who they serve
Individuals and families seeking holistic financial advisory and multi-family office services, as well as small business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 24 | $6.9M |
| High Net Worth Individuals | 31 | $265M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 million | 0.95% |
| Next $1 million | 0.90% |
| Next $1 million | 0.80% |
| Next $1 million | 0.75% |
| Next $1 million | 0.70% |
| Next $5 million | 0.60% |
| Next $5 million | 0.50% |
| Next $5 million | 0.40% |
| Next $20+ million | 0.35% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EASTGATE CAPITAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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