SourcingSourcing

MEYER GATES FINANCIAL ADVISORS, INC

C47
CRD 125046·SEC 801-130107·WEST CHESTER, OH
AUM
$168.7M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$506K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MEYER GATES FINANCIAL ADVISORS, INC
CRD
125046
SEC file #
801-130107
EIN
—
DBA names
—

Economics

AUM
$168.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$151.4M → $168.7M▲ +11%
Client mix
Individuals Other137
Individuals High Net Worth40

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
WEST CHESTER OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
meyergates.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEYER GATES HOLDING COMPANY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
MEYER GATES HOLDING COMPANY
Gates, Joseph, William
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MEYERGATES.COM
Rdap Domain Creation Date
2021-12-16T18:33:50Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab8
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-16T18:33:50Z
Rdap Domain Last Changed
2025-11-16T07:49:48Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
Meyer, Douglas, Michael
IAR · Executive Officer · 2.5%
6606839
Gates, Joseph, William
IAR · Executive Officer · 2.5%
7030280
MICHAEL PATRICK MOLONEY
IAR
4627954