# Gates Integrated Financial & Tax, LLC

> Gates Integrated Financial & Tax, LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 343600
- Filed as: GATES INTEGRATED FINANCIAL & TAX, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Indiana
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/343600
- AdvisorCensus page: https://advisorcensus.com/firm/gates-integrated-financial-and-tax-llc-343600

## Quick answers

**How is Gates Integrated Financial & Tax, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gates Integrated Financial & Tax, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Gates Integrated Financial & Tax, LLC registered with the SEC or a state?**
Gates Integrated Financial & Tax, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343600.

**How much does Gates Integrated Financial & Tax, LLC manage?**
Gates Integrated Financial & Tax, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 4, 2026.

**Does Gates Integrated Financial & Tax, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/343600

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gates.financial
- Facebook @GatesIntegratedFinancialTax
- LinkedIn @gates-integrated-financial-tax
- LinkedIn @jeremy-gates2017

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gates Integrated Financial & Tax, LLC (CRD 343600): Form ADV filing data as of October 2026.