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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 481 | 480 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.