Gates Investment Advisors, LLC

Overview

Gates Investment Advisors, LLC is a state registered investment adviser based in Evansville, IN, registered since 2006. It reports $22.8M in assets under management across 242 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$22.8M

Discretionary

100%

Accounts

242

Average account

$94.2K

Employees

2

Advisory reps

2

Registered since

2006

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Gary Eugene Gates Chief Financial Officer, Chief Compliance Officer CRD 5293527

Advisory reps 2 of 2

• Elizabeth Kay Allison Insurance Agent · Investment Adviser Rep CRD 7552004
• Gary Eugene Gates Insurance Agent · Investment Adviser Rep CRD 5293527

Location

Headquarters

3101 N Green River Rd Ste 830
Evansville, IN 47715

County

Vanderburgh

Metro area

Evansville, IN-KY

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: 812gogates.com

Every state, with registration dates

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