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Austyn Kate Casale

Gill Capital Partners, LLC

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About Austyn Kate Casale

Austyn Casale is an Investment Advisor Representative at Gill Capital Partners, LLC. Austyn is registered with the state of Colorado as an Investment Advisor Representative (IAR). Austyn's Series 65 exam was successfully passed in June 2024. Prior to joining Gill Capital Partners, LLC, Austyn has held roles at Verdant Technologies, Campos EPC, Newmont Mining and Ernst & Young. Austyn earned a Bachelor of Science degree from Texas Tech University.

Firm Information

Austyn Casale is currently registered with Gill Capital Partners, LLC. Gill Capital Partners, LLC is a Denver, Colorado-based Limited Liability Company formed in 2017 that provides investment advisory services to individuals, businesses, charitable organizations, pension plans, and other pooled investment vehicles. The firm manages over $717 million in assets and is registered with the SEC and in ten states.
Gill Capital Partners, LLC

600 S. CHERRY ST.

DENVER, CO 80246-1710

$717.90M

Assets Under Management

8

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austyn Casale’s Registration & Firm History

CO

06/20/2024 - Present

Gill Capital Partners, LLC (DENVER CO)

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Licenses & Designations

IA

Issued 06/20/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austyn Kate Casale.
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