|
⚲
|
| Causey Public Finance LLC
✚
|
|
|---|---|
| CRD # | 332123 |
| SEC # | 801-130992 |
| CIK # | |
| AUM | $415.8 M (2025-03-25) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 720-669-3358 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.7 |
| (b) Individuals (high net worth individuals) | 9 | 7.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 9 | 407.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 68 | 415.8 |
| By Discretionary | ||
| Discretionary | 27 | 214.3 |
| Non-Discretionary | 41 | 201.4 |
| Total | 68 | 415.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 415.8 | |
| Total | 68 | 415.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MBM Wealth Consultants LLC
✚
|
MO | 0.4 |
|
Fortitude Advisory Group LLC
✚
|
WA | 0.4 |
|
Mach-1 Financial Group LLC
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|
AR | 0.4 |
|
Allodium Investment Consultants LLC
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|
MN | 0.4 |
|
Master's Wealth Management Inc
✚
|
PA | 0.4 |
|
25 LLC
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|
MO | 0.4 |
|
River Street Advisors LLC
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|
IL | 0.4 |
|
Brown Lisle/Cummings Inc
✚
|
RI | 0.4 |
|
Blue Rock Wealth Management LLC
✚
|
NC | 0.4 |
|
KG&L Capital Management LLC
✚
|
LA | 0.4 |