Gateway Investment Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated April 1, 2026, reports $11.6B in regulatory assets under management, 28 employees, 2 offices, and 318 accounts.
Assets Under Management
$11.6B
Employees
28
Offices
2 offices
Total Clients
318
Primary office
CINCINNATI, OH
312 WALNUT STREET, SUITE 3500, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.5% of total clients.
Top client categories% of clientsClients
1
HNWI
92.5%
294
2
Corporations
4.7%
15
3
Investment Cos.
1.9%
6
4
Individuals
0.6%
2
5
Government
0.3%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.6Bas of April 1, 2026
Discretionary100.0%
$11.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.6B
Total Accounts318
10Y AUM Change$-242M (-2.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee11:1
10Y Employee Change+10 (+55.6%)
* 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.