A complete list of active advisors currently associated with Gator Investment Advisors, LLC

Warmer can help you find a great advisor at Gator Investment Advisors, LLC or one who fits your needs even better.

Gator Investment Advisors offers discretionary asset management to individual and high‑net‑worth clients, reporting roughly $2.27 million in discretionary assets under management across four client relationships. The firm provides ongoing portfolio management billed as a percentage of assets and does not sponsor wrap fee programs. Investment programs are tailored to each client's stated goals, time horizon, and risk tolerance, and the firm cites fundamental and cyclical analysis as part of its security selection process while exercising discretionary trading authority. The firm requires the use of a designated custodian (Charles Schwab), allows clients to impose written investment restrictions, and does not routinely vote proxies—clients receive proxy materials directly unless they request assistance. Noteworthy for a small independent adviser, the firm’s reported client mix does not include non‑high‑net‑worth individual clients, and it operates with a very small roster of clients and modest AUM. The principal is the sole owner, holds a CFA designation, has a long background in academia and public retirement‑board service, and the firm discloses no material relationships with other financial firms.

To learn more about the advisors currently working at Gator Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.