CAUSEY PUBLIC FINANCE
Firm details
- Headquarters
- ,
- CRD number
- 332123
- Registered since
- August 30, 2024
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government98.15%
- HNWI1.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Causey Public Finance is an LLC that registered with the SEC in 2024 and serves both individual/family and institutional clients. The firm provides portfolio management for individuals, small businesses and for business or institutional clients. Its stated business activities include roles as a CPO/CTA and accounting services, and its fee arrangements include percentage-of-AUM billing alongside hourly and fixed fees. Causey Public Finance does not list active ESG investing as part of its approach. The firm's classification is unclassified and ownership is indicated as individual. Advisory work appears focused on discretionary and non-discretionary portfolio management rather than pension consulting or multi-state advisory specialization.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds55%
- State & Local Bonds30%
- Cash & Cash Equivalents15%
Contacts
3 of 5DINO ZEPCAN
Public FinanceCRD 7963487
WILLIAM GLASSO
PrincipalCRD 5565172
HEATH BORER
PrincipalCRD 7449055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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