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GASAWAY INVESTMENT ADVISORS, INC.
CRD 123807File 801-121052
APPROVED
Retail clients
Custody
Filing as of Jun 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$173.1M
Bottom 25% of cohort (national)
Discretionary AUM
$172.4M
Non-discretionary $697K
Clients
446
747 accounts
Employees
13
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 3, 2021
- Principal office
- 7110 STADIUM DRIVE, KALAMAZOO, MI, 49009
- Phone
- (269) 324-0080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $173.1M
- Discretionary AUM
- $172.4M
- Non-discretionary AUM
- $697K
- Discretionary accounts
- 736
- Non-discretionary accounts
- 11
- Total accounts
- 747
- AUM per client
- $388K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $200K |
| High net worth individuals | 18 | $38.1M |
| Pension and profit sharing plans | 62 | $69.8M |
| Individuals (other than high net worth individuals) | 366 | $65.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- 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 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2026 | Clients | 429 | 446 | increased by17 |
| Apr 1, 2026 | AUM | $162,423,538 | $173,113,302 | increased by$10,689,764 |
| Apr 1, 2026 | Accounts | 713 | 747 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 14 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 431 | 429 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $162,800,478 | $162,423,538 | decreased by$376,940 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 680 | 713 | increased by33 |
| Apr 1, 2022 | Employees | 3 | 9 | increased by6 |
| Apr 1, 2022 | Clients | 380 | 431 | increased by51 |
| Apr 1, 2022 | AUM | $133,480,460 | $162,800,478 | increased by$29,320,018 |
| Apr 1, 2022 | Accounts | 629 | 680 | increased by51 |
| Jun 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 “GASAWAY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GASAWAY 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.