← Directory
STORGATE, LLC
CRD 334632File 801-131943
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$184.5M
Bottom 25% of cohort (national)
Discretionary AUM
$184.3M
Non-discretionary $204K
Clients
6
24 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 14, 2025
- Principal office
- Not reported
- Phone
- (214) 434-1015
- Website
- https://storgate.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $184.5M
- Discretionary AUM
- $184.3M
- Non-discretionary AUM
- $204K
- Discretionary accounts
- 23
- Non-discretionary accounts
- 1
- Total accounts
- 24
- AUM per client
- $30.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.2M |
| Charitable organizations | Fewer than 5 | $91.4M |
| High net worth individuals | 6 | $85.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.