Eastgate Capital Group

Investment and firm decisions are handled collaboratively by the five named principals on Eastgate's team page: William R. Anderson, Rick Heyke, Felicia Davis O'Malley, John D. O'Malley Jr., and Jeffrey G. Shepard. The firm has not publicly designated a single CIO or named an external investment committee beyond this group. This ensemble approach means asset allocation and manager selection are distributed across the senior team rather than concentrated in one individual.

Eastgate operates as a fee-based fiduciary. According to its own disclosures, the firm does not set account minimums, does not participate in wrap fee programs, and does not charge performance-based fees. Revenue is generated from advisory fees tied to assets under management and from separate charges for family-office services delivered either by Eastgate staff or through affiliated entities such as Steven Spector LLC.

Eastgate's model includes investment manager selection as a core component of its discretionary asset management service, which implies the firm allocates client capital to external funds in addition to managing direct portfolios of individual securities. The firm lists 'Investment Manager Selection' as a distinct capability, but does not publicly disclose specific fund commitments or GP relationships.

Eastgate delivers a range of administrative family-office services including medical invoice reconciliation, bill payment, custom family education, estate and wealth transfer planning, tax preparation, and liability management. These services may be provided by John D. O'Malley Jr., internal Eastgate staff, or through Steven Spector LLC and other contractors chosen by the client.

The firm operates as a multi-family office serving multiple private clients. Its legal entity is Eastgate Capital Advisors LLC and it presents no single-family anchor wealth behind the practice. All services — including wealth management, small-business retirement plan administration, and family-office administration — are delivered across its client base using an ensemble team structure rather than isolated advisor silos.