AdvisorCensus / Financial advisors / Ohio / Cincinnati / Meyer Gates Financial Advisors, Inc
Meyer Gates Financial Advisors, Inc is an SEC-registered investment advisory firm in West Chester, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Meyer Gates Financial Advisors, Inc compensated?
On its Form ADV (Item 5.E, October 2026), Meyer Gates Financial Advisors, Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Meyer Gates Financial Advisors, Inc's brochure say about its fees?
Its Form ADV Part 2A brochure dated April 1, 2026 states: Up to $500,000: 1.25% a year; $500,001 to $1,000,000: 1% a year; $1,000,001 to $2,000,000: 0.75% a year; Above $2,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Meyer Gates Financial Advisors, Inc located?
Meyer Gates Financial Advisors, Inc's principal office is in West Chester, OH, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Meyer Gates Financial Advisors, Inc registered with the SEC or a state?
Meyer Gates Financial Advisors, Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 125046.
How much does Meyer Gates Financial Advisors, Inc manage?
Meyer Gates Financial Advisors, Inc reports $168,660,533 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).
How have Meyer Gates Financial Advisors, Inc's assets and staff changed since 2024?
In the Form ADV data for Meyer Gates Financial Advisors, Inc: Regulatory assets under management: $141,996,886 in the October 2024 data and $168,660,533 in the October 2026 data, up 19%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Meyer Gates Financial Advisors, Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (40).
Which custodians does Meyer Gates Financial Advisors, Inc use?
Meyer Gates Financial Advisors, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and TD Ameritrade, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Meyer Gates Financial Advisors, Inc 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/125046
Does Meyer Gates Financial Advisors, Inc state an account minimum?
Its Form ADV Part 2A brochure dated April 1, 2026 says: "Meyer Gates has a minimum investment requirement of $500,000. Account minimums can be adjusted for instances a client was active prior to said minimum or if the client has the potential for future deposits in excess of the minimum balance."
What changed in Meyer Gates Financial Advisors, Inc's recent Form ADV filings?
In the May 2026 filing data: Regulatory assets under management went from $151,393,774 to $168,660,533 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $500,000 | 1.25% |
| $500,001 to $1,000,000 | 1% |
| $1,000,001 to $2,000,000 | 0.75% |
| Above $2,000,001 | 0.5% |
The brochure's wording
Meyer Gates bases its asset management fees on a percentage of the investable assets according to the following schedules:
Clients with less than $500,000 of assets under management, the annual charge is 1.25%, or
$500,001 to $1,000,000 – 1.00% per year on all amounts under $1,000,000.
$1,000,001 to $2,000,000 – 0.75% per year on amounts above $1,000,000; and
Above $2,000,000 – 0.50% per year on amounts above $2,000,000.
Account minimum: $500,000
The brochure's wording
Meyer Gates has a minimum investment requirement of $500,000. Account minimums can be adjusted for instances a client was active prior to said minimum or if the client has the potential for future deposits in excess of the minimum balance.
As stated in the firm's Form ADV Part 2A brochure dated April 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$168,660,533 as of October 2026, filing dated April 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 6. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $168,660,533 | 6 | April 1, 2026 |
| October 2025 | $151,393,774 | 6 | March 27, 2025 |
| October 2024 | $141,996,886 | 6 | April 12, 2024 |
Regulatory assets under management: $141,996,886 in the October 2024 data and $168,660,533 in the October 2026 data, up 19%.
Total employees: 6 in October 2024 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Regulatory assets under management went from $151,393,774 to $168,660,533 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Meyer Gates Financial Advisors, Inc (CRD 125046): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/meyer-gates-financial-advisors-inc-west-chester-oh-125046