Fee-only adviser · South Lyon, MI
Straitgate Financial L.L.C.
Straitgate Financial L.L.C. is a fee-only investment adviser registered with the securities regulators of Illinois, Michigan, with a mailing address in South Lyon, Michigan (its office is a private residence, so the street address is not published). On its latest Form ADV, filed January 23, 2026, it reports $18M in regulatory assets under management, 43 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois, Michigan |
|---|---|
| Firm CRD number | 124798 |
| Office | South Lyon, MI (mailing address; office not published) |
| Phone | (248) 465-6227 |
| Website | www.sgfllc.com |
| Regulatory assets under management | $18M |
| Individual clients | 38 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Northville 5 firms
- Brighton 6 firms
- Plymouth 7 firms
- Novi 6 firms
- Canton 1 firm
- Ypsilanti 1 firm
- Ann Arbor 20 firms
- Dexter 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Straitgate Financial L.L.C.? Update this listing.