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WHITEGATE INVESTMENT COUNSELORS, INC.
CRD 107732File 801-40719
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$545.4M
Above cohort median (national)
Discretionary AUM
$535.4M
Non-discretionary $10.0M
Clients
139
477 accounts
Employees
3
Above cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 7, 1992
- Principal office
- 143 NORTH MAIN STREET, SUITE 203, CONCORD, NH, 03301
- Phone
- 603-228-5471
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $545.4M
- Discretionary AUM
- $535.4M
- Non-discretionary AUM
- $10.0M
- Discretionary accounts
- 470
- Non-discretionary accounts
- 7
- Total accounts
- 477
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1K |
| Charitable organizations | Fewer than 5 | $4.3M |
| High net worth individuals | 76 | $528.4M |
| Individuals (other than high net worth individuals) | 60 | $12.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.