# Iron Gate Global Advisors

> Iron Gate Global Advisors is an SEC-registered investment advisory firm in North Salt Lake, UT, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 111177
- Filed as: IRON GATE GLOBAL ADVISORS
- Legal name: Iron Gate Global Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North Salt Lake, UT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111177
- AdvisorCensus page: https://advisorcensus.com/firm/iron-gate-global-advisors-north-salt-lake-ut-111177

## Quick answers

**How is Iron Gate Global Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Iron Gate Global Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Iron Gate Global Advisors located?**
Iron Gate Global Advisors' principal office is in North Salt Lake, UT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Iron Gate Global Advisors registered with the SEC or a state?**
Iron Gate Global Advisors is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 111177.

**How much does Iron Gate Global Advisors manage?**
Iron Gate Global Advisors reports $1,323,170,082 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (83% discretionary).

**How have Iron Gate Global Advisors' assets and staff changed since 2021?**
In the Form ADV data for Iron Gate Global Advisors: Regulatory assets under management: $368,038,169 in the October 2021 data and $1,323,170,082 in the October 2026 data, up 260%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Iron Gate Global Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,224); high net worth individuals (536); pension and profit sharing plans (but not the plan participants or government pension plans) (32).

**Which custodians does Iron Gate Global Advisors use?**
Iron Gate Global Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Iron Gate Global Advisors report any disciplinary disclosures?**
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/111177

**What changed in Iron Gate Global Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,059,413,573 to $1,323,170,082 (+25%). Registered or notice-filed in NE. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,323,170,082
- Discretionary: $1,103,888,456
- Non-discretionary: $219,281,626

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,224 | $195,119,326 |
| High net worth individuals | 536 | $908,769,130 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 32 | $219,281,626 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, ID, IL, LA, MA, ME, MN, MT, NC, NE, NV, OK, OR, TN, TX, UT, VA, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Logan, UT

### Websites listed on Form ADV (Item 1.I)
- igga.com
- Facebook @IRONGATEGLOBALADVISORS
- LinkedIn @amussen-hunsaker-&-associates-inc.
- LinkedIn @brettmpattison
- LinkedIn @brianwhunsaker
- LinkedIn @dillon-rawson-cfp®-939490123
- LinkedIn @matthew-t-newman
- LinkedIn @spencerhnelson
- X @iggadvisors
- YouTube @UCYkdoISQxm8kuCmo5EHkmOQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $368,038,169 | 8 | May 6, 2021 |
| October 2022 | $615,031,491 | 10 | March 21, 2022 |
| October 2023 | $542,716,661 | 10 | March 31, 2023 |
| October 2024 | $725,170,361 | 9 | March 22, 2024 |
| October 2025 | $1,059,413,573 | 7 | May 1, 2025 |
| October 2026 | $1,323,170,082 | 7 | March 31, 2026 |

Regulatory assets under management: $368,038,169 in the October 2021 data and $1,323,170,082 in the October 2026 data, up 260%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,059,413,573 to $1,323,170,082 (+25%).
- Registered or notice-filed in NE.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iron Gate Global Advisors (CRD 111177): Form ADV filing data as of October 2026.