Aaron Westrate
Westrate Capital Management · Signal Mountain, Tennessee
Aaron Westrate is a fee-only financial advisor at Westrate Capital Management in Signal Mountain, Tennessee. Westrate Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Westrate Capital Management |
|---|---|
| Based in | Signal Mountain, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $23.9M across 101 accounts |
| SEC registration | Investment adviser representative in IL, TN, TX · CRD 4729681 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Aaron's firm compares
- Westrate Capital Management's average account is about $236,000, from its Form ADV (assets managed divided by 101 accounts).
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Questions about Aaron
Is Aaron Westrate a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Westrate Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Westrate Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Westrate based?
Aaron Westrate is based in Signal Mountain, Tennessee.
Is Aaron Westrate registered with the SEC?
Yes. Aaron Westrate is registered as an investment adviser representative in IL, TN and TX (CRD 4729681), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westrate Capital Management manage?
Westrate Capital Management reports $23.9M across 101 accounts in assets under management.
How do I contact Aaron Westrate?
Contact details aren't on file yet. Search for Westrate Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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