CASILIO LEITCH INVESTMENTS

Overview

Casilio Leitch Investments is an independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families and small businesses. The firm has been SEC-registered since 2017 and is owner-operated. Its advisory model centers on fee-based management (percentage of AUM) and a clear tilt toward liquid, exchange-traded instruments. The firm reports it is not an active ESG investor and runs discretionary strategies for its client base rather than acting as a capital allocator to external private funds. Investment activity shows a pronounced preference for equities held in traded formats — both individual listed stocks and exchange-traded funds — which serve as the primary building blocks of client portfolios. Casilio Leitch manages separate managed accounts and wraps those equity exposures into concentrated allocations where appropriate, while complementing equity positions with mutual funds and third-party alternative managers when a client’s plan calls for them.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices