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CAUSEY PUBLIC FINANCE
Legal name: CAUSEY PUBLIC FINANCE LLC
CRD 332123File 801-130992
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$430.9M
Below cohort median (national)
Discretionary AUM
$199.2M
Non-discretionary $231.7M
Clients
17
65 accounts
Employees
16
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 30, 2024
- Principal office
- Not reported
- Phone
- 720-669-3358
- Website
- HTTPS://WWW.CAUSEYPF.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $430.9M
- Discretionary AUM
- $199.2M
- Non-discretionary AUM
- $231.7M
- Discretionary accounts
- 49
- Non-discretionary accounts
- 16
- Total accounts
- 65
- AUM per client
- $25.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $8.0M |
| State or municipal government entities | 11 | $422.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.