Eastgate Capital Advisors LLC

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Client assets under management

$271,487,167

Clients

56% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$4,936,130

About

Eastgate Capital Advisors is a fee-only multi-family office serving individuals, affluent families, retirement accounts, trusts, and other legal entities. The firm’s four-advisor team manages roughly $271 million across about 55 client relationships and provides comprehensive wealth management including investment management, financial planning, trust and estate planning, and investment-related tax planning.

The firm customizes portfolios using modern portfolio theory and a mix of mutual funds, ETFs, separate managers, and select private or options strategies, and it offers both discretionary and non-discretionary management subject to client-imposed restrictions. Eastgate also provides family office services — including private investment administration, bill payment, medical invoice reconciliation, and customized reporting — either through its staff or via contractors under separately negotiated arrangements.

Eastgate discloses that a firm principal may provide legal services to advisory clients under a separate written agreement and emphasizes that the adviser itself is not a law firm, a relationship the brochure identifies as a potential conflict of interest. The firm reports approximately $168 million in discretionary and $103.6 million in non-discretionary AUM and notes that two client families represent a material portion of its assets and revenues, disclosures that distinguish its business model from many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: .95% $1,000,001 - $2,000,000: .90% $2,000,001 - $3,000,000: .80% $3,000,001 - $4,000,000: .75% $4,000,001 - $5,000,000: .70% $5,000,001 - $10,000,000: .60% $10,000,001 - $15,000,000: .50% $15,000,001 - $20,000,000: .40% $20,000,001+: .35%

Other

Account minimum: $1,000,000 Fee-only: Clients may negotiate fixed fee arrangements in lieu of asset-based fees, in parity with asset-based fee schedule

Main office location

Eastgate Capital Advisors LLC

560 Green Bay Road, Suite 200

Winnetka IL 60093, United States

Number of offices

Most active in

Illinois

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 312-690-4900

Advisors at this firm

Felicia O

Series 63, Series 66

Winnetka, IL

Eastgate Capital Advisors LLC

Felicia Omalley is a financial advisor at Eastgate Capital Advisors LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. prior to joining Eastgate in 2016. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other legal entities with multi-family office and comprehensive wealth management services. The firm offers customized portfolios using modern portfolio theory and a range of investment vehicles, providing both discretionary and non-discretionary advisory services tailored to client preferences.

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy Founder/Business Owner Executive

John O

Series 65

Winnetka, IL

Eastgate Capital Advisors LLC

John Omalley is a financial advisor with Eastgate Capital Advisors LLC in Winnetka, IL, holding a Series 65 designation and bringing 10 years of industry experience. He also serves as an attorney at Steven Spector LLC, where he provides legal counsel on tax, accounting, and estate planning matters. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other legal entities with multi-family office and comprehensive wealth management services, including investment management, financial planning, and trust and estate coordination. The firm offers customized portfolios using modern portfolio theory and a range of investment vehicles, with both discretionary and non-discretionary options tailored to client preferences.

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy Founder/Business Owner Executive

William A

CFA®, Series 63, Series 66

Winnetka, IL

Eastgate Capital Advisors LLC

William Anderson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Eastgate Capital Advisors LLC since 2017. Prior to joining Eastgate, he was not employed in the financial industry from 2013 to 2017. Outside of his advisory role, Anderson operates a home repair business. Eastgate Capital Advisors provides multi-family office and comprehensive wealth management services to affluent individuals, families, retirement accounts, trusts, and other legal entities. The firm offers customized portfolio construction using modern portfolio theory and a range of investment vehicles, delivering both discretionary and non-discretionary advice tailored to client preferences.

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy Founder/Business Owner Executive

William B

Series 65

Winnetka, IL

Eastgate Capital Advisors LLC

William Benjamin is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Vibez Fit, Downers Grove, and First Trust Portfolios, as well as four years at Loyola University Chicago. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other entities by providing multi-family office and comprehensive wealth management services, including investment management, financial planning, trust and estate coordination, and investment-related tax planning. The firm offers customized portfolios using modern portfolio theory and a variety of investment vehicles, with options for discretionary or non-discretionary management tailored to client preferences.

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy Founder/Business Owner Executive

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