|
⚲
|
| Keyboard |
| 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 | |
| Phone | 720-669-3358 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/25/2026) [Brochure] |
|---|
Item 5. Fees and Compensation Please refer to the "Advisory Business" section in this Brochure for information on our advisory fees, and fixed, flat fee arrangements, according to each service we offer. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/25/2026) [Brochure] |
|---|
Item 7. Types of Clients We offer investment advisory services to governmental and non-governmental agencies, corporate and non-profit organizations, and investment companies, see “Sub-Advisory Services.” In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right to terminate your account if it falls below a minimum size which, in our sole opinion, is too small to effectively manage. |
| AUM Breakdown | Accounts | AUM ($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 |
| Serves | Institutional, Retail |
| LEI | 99-3275631 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lisanti Capital Growth LLC
✚
|
NY | 432.5 M |
|
TRED Avon Family Wealth LLC
✚
|
MD | 431.9 M |
|
FSB Premier Wealth Management Inc
✚
|
IA | 431.7 M |
|
MRWM Advisors LLC
✚
|
TN | 431.7 M |
|
NBZ Investment Advisors LLC
✚
|
TN | 431.2 M |
|
Prospect Financial Services LLC
✚
|
NY | 431.0 M |
|
MWM Group LLC
✚
|
NY | 431.0 M |
|
Castle Wealth Management LLC
✚
|
FL | 430.1 M |
|
Shayne & Jacobs LLC
✚
|
TN | 429.5 M |
|
Symphony Financial Services Inc
✚
|
OH | 428.7 M |