Gates Investment Advisors, LLC

Public-record details

Address

3101 N Green River Road, Suite 830, Evansville, IN 47715

Phone

(812) 464-2837

Listed under

% of assets managed

CRD number

141691

Registration

State registered: IN

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$22.8 million

Accounts managed

242

Clients reported (Form ADV 5.D)

124

Individual / high-net-worth clients

104 / 20

Employees

2

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent, other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-06

State registered (IN) investment adviser, CRD 141691, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 141691 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.