WHITEGATE INVESTMENT COUNSELORS, INC.
SEC RegisteredAbout the firm
Whitegate Investment Counselors, Inc. is a fee-only registered investment advisory firm that has been providing wealth and portfolio management services to clients and their families for over 30 years. As an independent registered investment advisor, they owe clients a fiduciary duty to put clients' interest first and above their own.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth and portfolio management services
Who they serve
Clients and their families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 60 | $13M |
| High Net Worth Individuals | 76 | $528M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| Next $2,000,000 | 1.10% |
| Next $2,000,000 | 1.00% |
| Above $5,000,000 | 0.75% |
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. WHITEGATE INVESTMENT COUNSELORS, INC. 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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