Wealth Manager
    SEC Registered

    Whitegate Investment Counselors, Inc.

    Registered investment advisor · Concord, New Hampshire · CRD #107732

    Assets Under Management
    $545M
    Client Accounts
    477
    Employees
    3
    CRD Number
    107732
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Whitegate Investment Counselors, Inc.

    Whitegate Investment Counselors, Inc. is a fee-only registered investment advisory firm managing over $700 million in client assets. It provides wealth and portfolio management services to over 140 households and institutions. The firm is known for its fee-only approach and comprehensive service offerings.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Whitegate Investment Counselors, Inc.

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    Frequently Asked Questions

    What is Whitegate Investment Counselors, Inc.'s AUM?

    Whitegate Investment Counselors, Inc. reports approximately $545M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Whitegate Investment Counselors, Inc. headquartered?

    Whitegate Investment Counselors, Inc. is headquartered in Concord, New Hampshire.

    What is Whitegate Investment Counselors, Inc.'s CRD number?

    Whitegate Investment Counselors, Inc.'s CRD number is 107732. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Whitegate Investment Counselors, Inc. manage?

    Whitegate Investment Counselors, Inc. manages approximately 477 client accounts according to its latest SEC filing.

    Is Whitegate Investment Counselors, Inc. SEC registered?

    Yes, Whitegate Investment Counselors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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