# Casilio Leitch Investments

> 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.

- CRD: 173152
- Filed as: CASILIO LEITCH INVESTMENTS
- Legal name: Casilio Leitch Investments, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173152
- AdvisorCensus page: https://advisorcensus.com/firm/casilio-leitch-investments-walnut-creek-ca-173152

## Quick answers

**How is Casilio Leitch Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Casilio Leitch Investments reports these compensation arrangements: a percentage of assets under its management.

**How much does Casilio Leitch Investments charge?**
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.

**Where is Casilio Leitch Investments located?**
Casilio Leitch Investments' principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Casilio Leitch Investments registered with the SEC or a state?**
Casilio Leitch Investments is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 173152.

**How much does Casilio Leitch Investments manage?**
Casilio Leitch Investments reports $256,000,000 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**How have Casilio Leitch Investments' assets and staff changed since 2021?**
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.

**What types of clients does Casilio Leitch Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220).

**Which custodians does Casilio Leitch Investments use?**
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.

**Does Casilio Leitch Investments report any disciplinary disclosures?**
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

**Does Casilio Leitch Investments state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Asset-based fee: 1% of assets a year

> Fees will be charged on an annualized basis at a flat fee of 1%, or as negotiated.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Generally CLI will require a minimum $1,000,000.00 account to invest however this amount may be waived at CLI’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $256,000,000
- Discretionary: $256,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 220 | $256,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [clpwm.com](https://clpwm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $141,340,210 | 2 | February 11, 2021 |
| October 2022 | $160,850,796 | 2 | August 24, 2022 |
| October 2023 | $138,290,330 | 2 | March 20, 2023 |
| October 2024 | $151,324,990 | 4 | April 9, 2024 |
| October 2025 | $235,147,000 | 4 | March 27, 2025 |
| October 2026 | $256,000,000 | 4 | February 10, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Casilio Leitch Investments (CRD 173152): Form ADV filing data as of October 2026.