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CAUSEY PUBLIC FINANCE

CAUSEY PUBLIC FINANCE LLC

CRD 332123 · SEC 801-130992

Visit website

CA, United States

Phone

720-669-3358

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$430.9M

Discretionary AUM

$199.2M

Team

16 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals6$8.0M
State/municipal entities11$422.9M

States served

CA, CO, LA, MT, TN, VI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD