Causey Public Finance LLC
● SEC registered since 2024CRD 332123SEC# 801-130992
Reg. AUM
$430.9M
Employees
16
Accounts
65
Location
—
Causey Public Finance LLC assets under management
Causey Public Finance LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $430.9 million in regulatory assets under management and employs 16 people.
Causey Public Finance LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dino Zepcan | Member & Chief Compliance Officer | Under 5% | 2024 |
| Heath Alan Borer Control | Member | 25-50% | 2024 |
| Justin Michael Greaser Control | Member | 25-50% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Causey Public Finance LLC manage?
Causey Public Finance LLC reports $430.9 million in regulatory assets under management on its Form ADV.
How many employees does Causey Public Finance LLC have?
Causey Public Finance LLC reports 16 employees.
Does Causey Public Finance LLC disclose fund performance?
Causey Public Finance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 720-669-3358 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$430.9M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$430.9Mregulatory AUM
Discretionary $199.2MNon-discretionary $231.7M