Firm profile

GASAWAY INVESTMENT ADVISORS, INC.

KALAMAZOO, MICRD 123807Latest ADV April 29, 2026

Gasaway Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kalamazoo, MI. Its latest Form ADV filing, dated April 29, 2026, reports $173M in regulatory assets under management, 13 employees, 1 office, and 747 accounts.

Assets Under Management
$173M
Employees
13
Offices
1 office
Total Clients
446
Primary office
KALAMAZOO, MI
7110 STADIUM DRIVE, KALAMAZOO, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOStephanie Lehmkuhl

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Hourly charges
Subscription fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 82.1% of total clients.
Top client categories% of clientsClients
1
Individuals
82.1%
366
2
Pension Plans
13.9%
62
3
HNWI
4.0%
18
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$173Mas of April 29, 2026
Discretionary99.6%
$172M
100% of total RAUM99.6%
Non-discretionary0.4%
$697K
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$173M
Total Accounts747
10Y AUM Change+$40M (+29.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee34:1
10Y Employee Change+10 (+333.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.