WESTRATE CAPITAL MANAGEMENT, INC.

WESTRATE CAPITAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 135291). Regulatory assets under management: $23.9M.

Registration

• CRD: 135291
• Type: Registered investment adviser
• Phone: 872-205-0127
• Latest filing: 2026-02-16
• Regulatory AUM: $23.9M
• Discretionary AUM: $23.9M
• Clients: 1
• Accounts: 101

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135291 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search