# Storgate, LLC

> Storgate, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 334632
- Filed as: STORGATE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334632
- AdvisorCensus page: https://advisorcensus.com/firm/storgate-llc-334632

## Quick answers

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

**How much does Storgate, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.2% to 0.8% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Storgate, LLC registered with the SEC or a state?**
Storgate, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334632.

**How much does Storgate, LLC manage?**
Storgate, LLC reports $184,478,063 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Storgate, LLC's assets and staff changed since 2025?**
In the Form ADV data for Storgate, LLC: Regulatory assets under management: $149,222,902 in the October 2025 data and $184,478,063 in the October 2026 data, up 24%. Total employees: 5 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Storgate, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Which custodians does Storgate, LLC use?**
Storgate, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Storgate, LLC 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/334632

**Does Storgate, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Although the Advisor does not impose a minimum account size for its advisory services, the Advisor typically serves clients with substantial assets and evaluates each engagement based on overall size, complexity and needed services."

**What changed in Storgate, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $149,222,902 to $184,478,063 (+24%). Employees performing advisory functions went from 2 to 4.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.2% to 0.8% a year (a range, as the brochure states it)

> Fees for Investment Advisory Services range from 0.20% to 0.80%.

- Account minimum: None

> Although the Advisor does not impose a minimum account size for its advisory services, the Advisor typically serves clients with substantial assets and evaluates each engagement based on overall size, complexity and needed services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $184,478,063
- Discretionary: $184,274,463
- Non-discretionary: $203,600

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $85,889,327 |
| Charitable organizations | Fewer than 5 | $91,431,879 |
| Corporations or other businesses not listed above | Fewer than 5 | $7,156,857 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [storgate.com](https://storgate.com)
- LinkedIn @storgate

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $149,222,902 | 5 | June 13, 2025 |
| October 2026 | $184,478,063 | 6 | September 2, 2026 |

Regulatory assets under management: $149,222,902 in the October 2025 data and $184,478,063 in the October 2026 data, up 24%.
Total employees: 5 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $149,222,902 to $184,478,063 (+24%).
- Employees performing advisory functions went from 2 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Storgate, LLC (CRD 334632): Form ADV filing data as of October 2026.