Casilio Leitch Investments, LLC
● SEC registered since 2017CRD 173152SEC# 801-110379Walnut Creek, CA
Reg. AUM
$256M
Employees
4
Accounts
397
Location
Walnut Creek, CA
Casilio Leitch Investments, LLC assets under management
Casilio Leitch Investments, LLC is an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2017. It reports $256 million in regulatory assets under management and employs 4 people.
Casilio Leitch Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corey Charles Casilio Control | Managing Member | 50-75% | 2014 |
| William Elton Leitch Control | Managing Member, Cco | 50-75% | 2014 |
Frequently asked questions
How much does Casilio Leitch Investments, LLC manage?
Casilio Leitch Investments, LLC reports $256 million in regulatory assets under management on its Form ADV.
How many employees does Casilio Leitch Investments, LLC have?
Casilio Leitch Investments, LLC reports 4 employees.
Where is Casilio Leitch Investments, LLC located?
Casilio Leitch Investments, LLC is based in Walnut Creek, CA and has been SEC-registered since 2017.
Does Casilio Leitch Investments, LLC disclose fund performance?
Casilio Leitch Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1990 N.california Blvd, Suite 830, Walnut Creek, CA 94596 |
| Phone | 925-448-2215 |
| Fax | 925-482-1495 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 801110379 |
| Discloses disciplinary history | No |
Regulatory AUM
$256M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$256Mregulatory AUM
Discretionary $256M