Eastgate Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eastgate Capital Advisors is a fee-only multi-family office serving individuals, affluent families, retirement accounts, trusts, and other legal entities. The firm’s four-advisor team manages roughly $271 million across about 55 client relationships and provides comprehensive wealth management including investment management, financial planning, trust and estate planning, and investment-related tax planning.
The firm customizes portfolios using modern portfolio theory and a mix of mutual funds, ETFs, separate managers, and select private or options strategies, and it offers both discretionary and non-discretionary management subject to client-imposed restrictions. Eastgate also provides family office services — including private investment administration, bill payment, medical invoice reconciliation, and customized reporting — either through its staff or via contractors under separately negotiated arrangements.
Eastgate discloses that a firm principal may provide legal services to advisory clients under a separate written agreement and emphasizes that the adviser itself is not a law firm, a relationship the brochure identifies as a potential conflict of interest. The firm reports approximately $168 million in discretionary and $103.6 million in non-discretionary AUM and notes that two client families represent a material portion of its assets and revenues, disclosures that distinguish its business model from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: .95% $1,000,001 - $2,000,000: .90% $2,000,001 - $3,000,000: .80% $3,000,001 - $4,000,000: .75% $4,000,001 - $5,000,000: .70% $5,000,001 - $10,000,000: .60% $10,000,001 - $15,000,000: .50% $15,000,001 - $20,000,000: .40% $20,000,001+: .35%
Account minimum: $1,000,000 Fee-only: Clients may negotiate fixed fee arrangements in lieu of asset-based fees, in parity with asset-based fee schedule
Main office
560 Green Bay Road, Suite 200
Winnetka IL 60093
Advisors at this office
5
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Felicia O
Series 63, Series 66
Winnetka, IL
Eastgate Capital Advisors LLC
Felicia Omalley is a financial advisor at Eastgate Capital Advisors LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. prior to joining Eastgate in 2016. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other legal entities with multi-family office and comprehensive wealth management services. The firm offers customized portfolios using modern portfolio theory and a range of investment vehicles, providing both discretionary and non-discretionary advisory services tailored to client preferences.
John K
Series 65
Winnetka, IL
Eastgate Capital Advisors LLC
John Karras is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Eastgate, he held legal positions at several law firms including Gould & Ratner and DLA Piper LLP. He is also associated with Thana Holdings LLC. Eastgate Capital Advisors is a fee-only multi-family office serving individuals, affluent families, retirement accounts, trusts, and other legal entities. The firm manages approximately $271 million across 55 client relationships and offers comprehensive wealth management services, including investment management, financial planning, trust and estate planning, and investment-related tax planning.
John O
Series 65
Winnetka, IL
Eastgate Capital Advisors LLC
John Omalley is a financial advisor with Eastgate Capital Advisors LLC in Winnetka, IL, holding a Series 65 designation and bringing 10 years of industry experience. He also serves as an attorney at Steven Spector LLC, where he provides legal counsel on tax, accounting, and estate planning matters. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other legal entities with multi-family office and comprehensive wealth management services, including investment management, financial planning, and trust and estate coordination. The firm offers customized portfolios using modern portfolio theory and a range of investment vehicles, with both discretionary and non-discretionary options tailored to client preferences.
William A
CFA®, Series 63, Series 66
Winnetka, IL
Eastgate Capital Advisors LLC
William Anderson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Eastgate Capital Advisors LLC since 2017. Prior to joining Eastgate, he was not employed in the financial industry from 2013 to 2017. Outside of his advisory role, Anderson operates a home repair business. Eastgate Capital Advisors provides multi-family office and comprehensive wealth management services to affluent individuals, families, retirement accounts, trusts, and other legal entities. The firm offers customized portfolio construction using modern portfolio theory and a range of investment vehicles, delivering both discretionary and non-discretionary advice tailored to client preferences.
William B
Series 65
Winnetka, IL
Eastgate Capital Advisors LLC
William Benjamin is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Vibez Fit, Downers Grove, and First Trust Portfolios, as well as four years at Loyola University Chicago. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other entities by providing multi-family office and comprehensive wealth management services, including investment management, financial planning, trust and estate coordination, and investment-related tax planning. The firm offers customized portfolios using modern portfolio theory and a variety of investment vehicles, with options for discretionary or non-discretionary management tailored to client preferences.
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