A complete list of active advisors currently associated with Wingate Capital Advisors LLC

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

Wingate Capital Advisors provides portfolio management and investment advisory services primarily to individual (non–high-net-worth) clients. The firm is small by assets and staff, managing about $2.4 million across roughly 35 client relationships with two advisors. The firm operates largely on a non‑discretionary basis, requiring client approval before executing transactions and monitoring accounts with periodic reviews and rebalancing. Its methods include fundamental analysis and a range of trading strategies when appropriate, and it offers services such as direct indexing, assistance applying for securities‑backed lines of credit (SBLOCs), and advice on a broad set of investment types including cryptocurrency exposures. Compared with peers, the firm is notable for its affiliation with an accounting/tax preparation entity owned by the same principal and for the principal’s substantial professional time spent on tax preparation, which the brochure discloses as a potential conflict of interest. The firm also discloses other less common features for small supported advisers — predominantly non‑discretionary AUM, the adviser’s status as a licensed insurance producer (commissionable sales), and the use of AI tools to assist with services and meeting transcriptions, with opt‑out available to clients.

To learn more about the advisors currently working at Wingate Capital 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.