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GILL CAPITAL PARTNERS
Legal name: GILL CAPITAL PARTNERS, LLC
CRD 14559File 801-67301
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$862.4M
Above cohort median (national)
Discretionary AUM
$862.4M
Clients
480
1,548 accounts
Employees
17
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 15, 2006
- Principal office
- 4582 S. ULSTER ST., SUITE 1400, DENVER, CO, 80237
- Phone
- 303-296-6260
- Website
- HTTP://WWW.GILLINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $862.4M
- Discretionary AUM
- $862.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,548
- Non-discretionary accounts
- 0
- Total accounts
- 1,548
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $21.9M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | $19.3M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 195 | $564.9M |
| Pooled investment vehicles | 1 | $30.9M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 26 | $99.1M |
| State or municipal government entities | Fewer than 5 | $28.9M |
| Individuals (other than high net worth individuals) | 239 | $97.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 481 | 480 | decreased by1 |
| Apr 1, 2026 | Employees | 18 | 17 | decreased by1 |
| Apr 1, 2026 | Clients | 499 | 481 | decreased by18 |
| Apr 1, 2026 | AUM | $790,007,641 | $862,369,047 | increased by$72,361,406 |
| Apr 1, 2026 | Accounts | 1,594 | 1,548 | decreased by46 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 18 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 462 | 499 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $644,515,348 | $790,007,641 | increased by$145,492,293 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,335 | 1,594 | increased by259 |
| Apr 1, 2022 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2022 | Clients | 446 | 462 | increased by16 |
| Apr 1, 2022 | AUM | $520,388,280 | $644,515,348 | increased by$124,127,068 |
| Apr 1, 2022 | Accounts | 1,242 | 1,335 | increased by93 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GILL CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GILL CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.