Whitegate Investment Counselors provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and retirement plan services.
Whitegate Investment Counselors reports 139 clients. They include 76 high-net-worth individuals, 60 individual clients and 2 charitable organizations. Of its assets, 98.2% ($535M across 470 accounts) are managed with discretion; $9.98M across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 2% |
| High-net-worth individuals | 55% | 97% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 60 | $12.7M | 2.3% | $212K |
| High-net-worth individuals | 76 | $528M | 96.9% | $6.95M |
| Charitable organizations | Fewer than 5 | $4.33M | 0.8% | $2.17M |
| Corporations and other businesses | Fewer than 5 | $1.33K | 0.0% | $1.33K |
| Total | 139 | $545M | 100% | — |
- Clients
- 60
- Regulatory AUM
- $12.7M
- AUM share
- 2.3%
- Avg. per client
- $212K
- Clients
- 76
- Regulatory AUM
- $528M
- AUM share
- 96.9%
- Avg. per client
- $6.95M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.33M
- AUM share
- 0.8%
- Avg. per client
- $2.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.33K
- AUM share
- 0.0%
- Avg. per client
- $1.33K
Total
- Clients
- 139
- Regulatory AUM
- $545M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Whitegate Investment Counselors charges 0.75%–1.25% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $7,500 annual minimum and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$3M | 1.10% |
| $3M–$5M | 1.00% |
| $5M and above | 0.75% |
Fee details and sources
Other fees
- Consulting Services
- Consulting and special reports are billed at $300 to $500 per hour, or $150 to $300 per hour for associates and other officers, in arrears.
Paulette Wolfe owns 75% or more of Whitegate Investment Counselors. The leadership team of Whitegate Investment Counselors includes President Paulette Wolfe. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Whitegate Investment Counselors, Inc.
Paulette Wolfe
Control person · since December 2023
Whitegate Investment Counselors’ regulatory assets fell from $1.1B (March 2021) to $545M (March 2026); clients fell from 325 to 139 and employees from 8 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $545M | 139 | 3 | 1 |
| Mar 2025March 2025 | $546M | 147 | 3 | 1 |
| Jun 2024June 2024 | $674M | 161 | 5 | 1 |
| Mar 2023March 2023 | $618M | 160 | 4 | 1 |
| Mar 2022March 2022 | $718M | 144 | 4 | 1 |
| Mar 2021March 2021 | $1.1B | 325 | 8 | 2 |
Besides its headquarters, Whitegate Investment Counselors has 0 offices, with 1 listed address in 1 state.
New Hampshire · 1 listed address
- 143 North Main Street, Suite 203, ConcordHQ
Contact and registration details
- Legal name
- Whitegate Investment Counselors, Inc.
- Headquarters
- 143 North Main Street, Suite 203, Concord, NH 03301
- Website
- whitegateinvest.com
- Phone
- 603-228-5471
- SEC file
- 801-40719
- Structure
- New Hampshire corporation
- Fiscal year end
- December
Whitegate Investment Counselors’ named custodian for separately managed accounts is Charles Schwab ($545M). Whitegate Investment Counselors has custody of $114M for 80 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $545M100%
At year end, Whitegate Investment Counselors’ separately managed accounts were mostly in funds (65%) and bonds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $351M across 76 positions; the largest are Berkshire Hathaway CL B (9.7%), Vanguard Growth (7.3%) and Vanguard Small Cap (6.9%).
What the accounts hold
- Stocks9%
- Funds65%
- Bonds21%
- State and local bonds13%
- U.S. government and agency bonds8%
- Cash5%
How many clients does Whitegate Investment Counselors have?
Whitegate Investment Counselors has 139 clients and manages $545 million for them, as of March 2026. They include 76 high-net-worth individuals, 60 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Whitegate Investment Counselors offer?
Whitegate Investment Counselors provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Whitegate Investment Counselors charge?
Whitegate Investment Counselors charges 0.75%–1.25% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $7,500 annual minimum and requires an account of at least $1,000,000.
Source: WHITEGATE INVESTMENT COUNSELORS, INC. FORM ADV PART 2A FIRM BROCHURE, filed 30 March 2026
Which custodians does Whitegate Investment Counselors use?
Whitegate Investment Counselors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $545M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Whitegate Investment Counselors have?
Whitegate Investment Counselors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Whitegate Investment Counselors invest in?
At the end of its last fiscal year, Whitegate Investment Counselors’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 13% state and local bonds, 9% exchange-traded equities, 8% U.S. government and agency bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Whitegate Investment Counselors have a minimum investment?
Yes, Whitegate Investment Counselors’ minimum account size for its Investment Supervisory Services is $1M. It charges a $7.5K annual minimum fee.
Source: WHITEGATE INVESTMENT COUNSELORS, INC. FORM ADV PART 2A FIRM BROCHURE, filed 30 March 2026
Who owns Whitegate Investment Counselors?
Whitegate Investment Counselors’ direct owner is Paulette Wolfe (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Whitegate Investment Counselors get paid?
Whitegate Investment Counselors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Whitegate Investment Counselors?
Whitegate Investment Counselors’ main office is at 143 North Main Street, Suite 203, Concord, NH 03301. Its phone number is 603-228-5471. Its website is whitegateinvest.com.