{
  "crd_number": 123807,
  "slug": "gasaway-investment-advisors-inc-kalamazoo-mi-123807",
  "primary_business_name": "GASAWAY INVESTMENT ADVISORS, INC.",
  "legal_name": "GASAWAY INVESTMENT ADVISORS, INC.",
  "dbas": [
    "ALLIANCE RETIREMENT PLAN SOLUTIONS"
  ],
  "city": "Kalamazoo",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "28020",
  "metro": {
    "cbsa_code": "28020",
    "common_name": "Kalamazoo",
    "msa_name": "Kalamazoo-Portage, MI",
    "path": "/advisors/mi/kalamazoo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-03",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-24",
  "carried_forward": false,
  "raum_total": 173113302.0,
  "raum_discretionary": 172416179.0,
  "raum_non_discretionary": 697123.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 13,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 65020885.0,
      "count": 366
    },
    "pension_profit_sharing": {
      "raum": 69822845.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 38069739.0,
      "count": 18
    },
    "corporations_other_businesses": {
      "raum": 199833.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "MI"
  ],
  "websites": [
    "https://alliancerps.com",
    "https://facebook.com/gasawayinvestments",
    "https://gasawayinvestments.com",
    "https://linkedin.com/company/alliance-retirement-plan-solutions",
    "https://linkedin.com/company/gasawayinvestmentadvisorsinc.",
    "https://youtube.com/@AllianceRetirementPlanSolution",
    "https://youtube.com/channel/UCT2baf8_CZIaMg3Mc4UPVQg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123807",
  "city_as_filed": "KALAMAZOO",
  "url": "https://advisorcensus.com/firm/gasaway-investment-advisors-inc-kalamazoo-mi-123807",
  "display_name": "Gasaway Investment Advisors, Inc.",
  "summary": "Gasaway Investment Advisors, Inc. is an SEC-registered investment advisory firm in Kalamazoo, MI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.",
  "citation": "AdvisorCensus. Gasaway Investment Advisors, Inc. (CRD 123807): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Gasaway Investment Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gasaway Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical)."
    },
    {
      "q": "Where is Gasaway Investment Advisors, Inc. located?",
      "a": "Gasaway Investment Advisors, Inc.'s principal office is in Kalamazoo, MI, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Gasaway Investment Advisors, Inc. registered with the SEC or a state?",
      "a": "Gasaway Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 123807."
    },
    {
      "q": "How much does Gasaway Investment Advisors, Inc. manage?",
      "a": "Gasaway Investment Advisors, Inc. reports $173,113,302 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gasaway Investment Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Gasaway Investment Advisors, Inc.: Regulatory assets under management: $133,480,460 in the October 2021 data and $173,113,302 in the October 2026 data, up 30%. Total employees: 3 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gasaway Investment Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (366); pension and profit sharing plans (but not the plan participants or government pension plans) (62); high net worth individuals (18)."
    },
    {
      "q": "Which custodians does Gasaway Investment Advisors, Inc. use?",
      "a": "Gasaway Investment Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Matrix Trust Co and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gasaway Investment Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/123807"
    },
    {
      "q": "What changed in Gasaway Investment Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 133480460.0,
      "total_employees": 3,
      "filing_date": "2021-04-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 162800478.0,
      "total_employees": 9,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 134452708.0,
      "total_employees": 10,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 160032039.0,
      "total_employees": 10,
      "filing_date": "2024-09-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 162423538.0,
      "total_employees": 14,
      "filing_date": "2025-05-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 173113302.0,
      "total_employees": 13,
      "filing_date": "2026-06-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 4."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Matrix Trust Co",
      "name_as_filed": "MATRIX TRUST CO",
      "affiliated": false
    },
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gasaway-investment-advisors-inc-kalamazoo-mi-123807.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 366,
      "fewer_than_5": false,
      "raum": 65020885.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 18,
      "fewer_than_5": false,
      "raum": 38069739.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 69822845.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 199833.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123807",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}