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WHITEGATE INVESTMENT COUNSELORS, INC.
CRD 107732File 801-40719
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 147 | 139 | decreased by8 |
| Apr 1, 2026 | AUM | $545,639,585 | $545,385,675 | decreased by$253,910 |
| Apr 1, 2026 | Accounts | 497 | 477 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 144 | 147 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $717,814,661 | $545,639,585 | decreased by$172,175,076 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 475 | 497 | increased by22 |
| Apr 1, 2022 | Employees | 8 | 4 | decreased by4 |
| Apr 1, 2022 | Clients | 325 | 144 | decreased by181 |
| Apr 1, 2022 | AUM | $1,102,666,718 | $717,814,661 | decreased by$384,852,057 |
| Apr 1, 2022 | Accounts | 1,026 | 475 | decreased by551 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WHITEGATE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WHITEGATE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.