Causey Public Finance

Overview

Causey Public Finance is a limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered (2024) and owned by an individual. Its client base includes both high-net-worth individuals and families as well as institutional entities. Advisory services are focused on portfolio management for individuals/small businesses and for businesses or institutions. In addition to advisory work, the firm reports business activities that include acting as a CPO/CTA and providing accounting services. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. Causey Public Finance is not identified as a capital allocator, is not categorized as an active ESG investor, and is not listed as a related adviser. The firm’s registration data indicates it is not classified as a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices