Wingate Capital Advisors LLC

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Client assets under management

$2,401,233

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$68,607

About

Wingate Capital Advisors provides portfolio management and investment advisory services primarily to individual (non–high-net-worth) clients. The firm is small by assets and staff, managing about $2.4 million across roughly 35 client relationships with two advisors.

The firm operates largely on a non‑discretionary basis, requiring client approval before executing transactions and monitoring accounts with periodic reviews and rebalancing. Its methods include fundamental analysis and a range of trading strategies when appropriate, and it offers services such as direct indexing, assistance applying for securities‑backed lines of credit (SBLOCs), and advice on a broad set of investment types including cryptocurrency exposures.

Compared with peers, the firm is notable for its affiliation with an accounting/tax preparation entity owned by the same principal and for the principal’s substantial professional time spent on tax preparation, which the brochure discloses as a potential conflict of interest. The firm also discloses other less common features for small supported advisers — predominantly non‑discretionary AUM, the adviser’s status as a licensed insurance producer (commissionable sales), and the use of AI tools to assist with services and meeting transcriptions, with opt‑out available to clients.

Client services

Portfolio management

Expertise

Annuities

Fee options

Percentage

$0 - $100,000: 1.75% $100,001 - $500,000: 1.60% $500,001 - $800,500: 1.40% $800,501 - $2,000,000: 0.95% $2,000,001+: 0.75%

Commissions

Commissions earned by principal from insurance product sales, separate and distinct from advisory fees

Other

Account minimum: $75,000 Minimum fee: $1,500 minimum annual fee, may be waived at firm's sole discretion

Main office location

Wingate Capital Advisors LLC

8143 E. 11 Th Street

Tulsa OK 74112, United States

Number of offices

Most active in

Oklahoma · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

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

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.

Lawyer

They provide legal services, typically billed separately.

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

Quick links

Website 918-895-4957

Advisors at this firm

Ahmed F

Series 65

Tulsa, OK

Wingate Capital Advisors LLC

Ahmed Farhan is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding a Series 65 designation and eight years of industry experience. He has been with Wingate Capital Advisors since 2017 and is also affiliated with Oklahoma State University since 2016. Wingate Capital Advisors LLC provides portfolio management and investment advisory services primarily to individual clients, managing approximately $2.37 million across 34 accounts. The firm operates mainly on a non-discretionary basis, offers a range of investment options including mutual funds, ETFs, and potential cryptocurrency exposure, and maintains formal reviews at least semi-annually.

Annuities

Samuel H

Series 63, Series 65

Tulsa, OK

Wingate Capital Advisors LLC

Samuel Horey is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wingate Capital Advisors since 2013 and also has over 30 years of experience at Pfe Financial Group and Tax Service. Outside of advising, he is involved in tax preparation during tax season and is a part owner of a daycare with his spouse. Wingate Capital Advisors provides portfolio management and investment advisory services primarily to individual clients, operating mainly on a non-discretionary basis with formal reviews at least semi-annually. The firm advises on a broad range of investments and manages approximately $2.37 million across 34 client accounts.

Annuities

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