Casilio Leitch Investments, LLC (Walnut Creek)

Name: Casilio Leitch Investments, LLC
Address: 101 Ygnacio Valley Road, Walnut Creek, CA, 94596
Telephone: 925-448-2215

Casilio Leitch Investments, LLC is a large advisory firm based in Walnut Creek. It manages $129.97 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California and Utah.

Casilio Leitch Investments provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Casilio Leitch Investments: assets under management

The assets under management (AUM) of Casilio Leitch Investments, LLC is $129.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $129.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.69 million each.

Investments

The firm invests in exchange traded securities the most. They account for 50% of the total AUM. The second-largest asset type is government bonds, which make up 20% of the firm’s portfolio. Investments in pooled investment vehicles form 10% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Casilio Leitch Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Casilio Leitch Investments serves?

The only and largest group of clients of Casilio Leitch Investments is individuals with 77 clients and $129.97 million of assets under management. Among the 8 most similar advisory firms, Casilio Leitch Investments has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $129.97 million for 77 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Casilio Leitch Investments doesn't advise any private funds.

Careers at Casilio Leitch Investments, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Elton Leitch	Managing member, cco	1 Sep 2014	50% - 75%	4742382
Corey Charles Casilio	Managing member	1 Sep 2014	50% - 75%	4560030

Based in Walnut Creek

The principal office where Casilio Leitch Investments, LLC performs its advisory services is located at 101 Ygnacio Valley Road, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-448-2215 or by fax 925-482-1495. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at clpwm.com.