{
  "crd_number": 173152,
  "slug": "casilio-leitch-investments-walnut-creek-ca-173152",
  "primary_business_name": "CASILIO LEITCH INVESTMENTS",
  "legal_name": "CASILIO LEITCH INVESTMENTS, LLC",
  "dbas": [],
  "city": "Walnut Creek",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-04-24",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-02-10",
  "carried_forward": false,
  "raum_total": 256000000.0,
  "raum_discretionary": 256000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 256000000.0,
      "count": 220
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "UT"
  ],
  "websites": [
    "https://clpwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173152",
  "city_as_filed": "WALNUT CREEK",
  "url": "https://advisorcensus.com/firm/casilio-leitch-investments-walnut-creek-ca-173152",
  "display_name": "Casilio Leitch Investments",
  "summary": "Casilio Leitch Investments is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.",
  "citation": "AdvisorCensus. Casilio Leitch Investments (CRD 173152): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Casilio Leitch Investments compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Casilio Leitch Investments reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Casilio Leitch Investments' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated February 10, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Casilio Leitch Investments located?",
      "a": "Casilio Leitch Investments' principal office is in Walnut Creek, CA, according to its Form ADV."
    },
    {
      "q": "Is Casilio Leitch Investments registered with the SEC or a state?",
      "a": "Casilio Leitch Investments is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 173152."
    },
    {
      "q": "How much does Casilio Leitch Investments manage?",
      "a": "Casilio Leitch Investments reports $256,000,000 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Casilio Leitch Investments' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Casilio Leitch Investments: Regulatory assets under management: $141,340,210 in the October 2021 data and $256,000,000 in the October 2026 data, up 81%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Casilio Leitch Investments serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220)."
    },
    {
      "q": "Which custodians does Casilio Leitch Investments use?",
      "a": "Casilio Leitch Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Casilio Leitch Investments report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173152"
    },
    {
      "q": "Does Casilio Leitch Investments state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 10, 2026 says: \"Generally CLI will require a minimum $1,000,000.00 account to invest however this amount may be waived at CLI’s discretion.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 141340210.0,
      "total_employees": 2,
      "filing_date": "2021-02-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 160850796.0,
      "total_employees": 2,
      "filing_date": "2022-08-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 138290330.0,
      "total_employees": 2,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 151324990.0,
      "total_employees": 4,
      "filing_date": "2024-04-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 235147000.0,
      "total_employees": 4,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 256000000.0,
      "total_employees": 4,
      "filing_date": "2026-02-10"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 10, 2026",
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "Fees will be charged on an annualized basis at a flat fee of 1%, or as negotiated."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally CLI will require a minimum $1,000,000.00 account to invest however this amount may be waived at CLI’s discretion."
        ]
      }
    ],
    "quotes": [
      "Fees will be charged on an annualized basis at a flat fee of 1%, or as negotiated.",
      "Generally CLI will require a minimum $1,000,000.00 account to invest however this amount may be waived at CLI’s discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/casilio-leitch-investments-walnut-creek-ca-173152.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 220,
      "fewer_than_5": false,
      "raum": 256000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173152",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}