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Gill Capital Partners

Denver, COSEC-registered investment adviserCRD 14559

Filed as GILL CAPITAL PARTNERS · Legal name Gill Capital Partners, LLC

Gill Capital Partners is an SEC-registered investment advisory firm in Denver, CO, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

19 years
registered since 2006
$862,369,047
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Gill Capital Partners compensated?

On its Form ADV (Item 5.E, October 2026), Gill Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

How much does Gill Capital Partners charge?

Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $500 an hour (plan design and implementation); Flat fee: $2,500 to $10,000 (Financial Planning services); Hourly rate: $300 an hour (portfolio accounting, business consulting, due diligence…); Flat fee: up to $25,000 (portfolio accounting, business consulting, due diligence…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Gill Capital Partners located?

Gill Capital Partners' principal office is in Denver, CO, according to its Form ADV.

Is Gill Capital Partners registered with the SEC or a state?

Gill Capital Partners is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 14559.

How much does Gill Capital Partners manage?

Gill Capital Partners reports $862,369,047 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

How have Gill Capital Partners' assets and staff changed since 2021?

In the Form ADV data for Gill Capital Partners: Regulatory assets under management: $520,388,280 in the October 2021 data and $862,369,047 in the October 2026 data, up 66%. Total employees: 18 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Gill Capital Partners serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (239); high net worth individuals (195); pension and profit sharing plans (but not the plan participants or government pension plans) (26).

Which custodians does Gill Capital Partners use?

Gill Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Gill Capital Partners 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/14559

What changed in Gill Capital Partners' recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 11 to 10.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Hourly rate: $500 an hour (plan design and implementation)

The brochure's wording
Hourly fees can be up to $500 per hour, and fixed fees range from $4,000 to $50,000 for the design and implementation of the plan document.

Flat fee: $2,500 to $10,000 (Financial Planning services)

The brochure's wording
For clients that do not have assets under our management but would like to receive Financial Planning services, Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $2,500 to $10,000

Hourly rate: $300 an hour (portfolio accounting, business consulting, due diligence…)

The brochure's wording
The hourly fee can be up to $300 per hour, and fixed fees can range up to $25,000.

Flat fee: up to $25,000 (portfolio accounting, business consulting, due diligence…)

The brochure's wording
The hourly fee can be up to $300 per hour, and fixed fees can range up to $25,000.

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$862,369,047

$862,369,047 as of October 2026, filing dated March 31, 2026.

Discretionary: $862,369,047.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 239 Assets $97,242,338 (11%)
High net worth individuals
Clients 195 Assets $564,864,496 (66%)
Banking or thrift institutions
Clients Fewer than 5 Assets Not reported
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 1 Assets $30,944,345 (4%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 26 Assets $99,075,005 (11%)
Charitable organizations
Clients 4 Assets $19,295,774 (2%)
State or municipal government entities (including government pension plans)
Clients 2 Assets $28,886,690 (3%)
Other investment advisers
Clients Fewer than 5 Assets Not reported
Insurance companies
Clients Fewer than 5 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets Not reported
Corporations or other businesses not listed above
Clients 13 Assets $21,934,498 (3%)
Other
Clients 1 Assets $125,901 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Legal name
Gill Capital Partners, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2006 (19 years)
Employees
Total: 17. Performing investment advisory functions: 10.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
11 states or jurisdictions
AZCACOFLKSMIMNNENYTXWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$520M 2021 $645M 2022 $590M 2023 $718M 2024 $790M 2025 $862M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$862,369,04717March 31, 2026
October 2025$790,007,64118March 31, 2025
October 2024$717,903,72118March 29, 2024
October 2023$590,256,64719March 30, 2023
October 2022$644,515,34819March 31, 2022
October 2021$520,388,28018August 17, 2021

Regulatory assets under management: $520,388,280 in the October 2021 data and $862,369,047 in the October 2026 data, up 66%.

Total employees: 18 in October 2021 and 17 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 11 to 10.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
gillinvest.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Gill Capital Partners (CRD 14559): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/gill-capital-partners-denver-co-14559