Causey Public Finance LLC

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Causey Public Finance LLC
CRD #332123
SEC #801-130992
CIK #
AUM 430.9 M (2026-03-25)
Employees 16 (12% Investors, 0% Brokers)
Fees
Minimum
Phone720-669-3358
Address
Source [IAPD] [Website]
Total AUM ($M)
1400112084056028002010201520212027
Fees and Compensation — Form ADV Part 2A (3/25/2026) [Brochure]
Item 5. Fees and Compensation

Please refer to the "Advisory Business" section in this Brochure for information on our advisory
fees, and fixed, flat fee arrangements, according to each service we offer.
Account Minimums and Types of Clients — Form ADV Part 2A (3/25/2026) [Brochure]
Item 7. Types of Clients

We offer investment advisory services to governmental and non-governmental agencies,
corporate and non-profit organizations, and investment companies, see “Sub-Advisory Services.”
In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we have the right to terminate your account if it falls below a minimum size which, in our
sole opinion, is too small to effectively manage.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 6 8.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 11 422.9
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 65 430.9
By Discretionary
Discretionary 49 199.2
Non-Discretionary 16 231.7
Total 65 430.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 430.9
Total 65 430.9
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail
LEI99-3275631
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