{
  "crd_number": 14559,
  "slug": "gill-capital-partners-denver-co-14559",
  "primary_business_name": "GILL CAPITAL PARTNERS",
  "legal_name": "GILL CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-12-15",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 862369047.0,
  "raum_discretionary": 862369047.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 125901.0,
      "count": 1,
      "description": "FRATERNITY",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 19295774.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 97242338.0,
      "count": 239
    },
    "banking_thrift": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 28886690.0,
      "count": 2,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 99075005.0,
      "count": 26
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 564864496.0,
      "count": 195
    },
    "pooled_investment_vehicles": {
      "raum": 30944345.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 21934498.0,
      "count": 13
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "KS",
    "MI",
    "MN",
    "NE",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/GILLCAPITALPARTNERS",
    "https://gillinvest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/14559",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/gill-capital-partners-denver-co-14559",
  "display_name": "Gill Capital Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Gill Capital Partners (CRD 14559): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Gill Capital Partners compensated?",
      "a": "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."
    },
    {
      "q": "How much does Gill Capital Partners charge?",
      "a": "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."
    },
    {
      "q": "Where is Gill Capital Partners located?",
      "a": "Gill Capital Partners' principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is Gill Capital Partners registered with the SEC or a state?",
      "a": "Gill Capital Partners is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 14559."
    },
    {
      "q": "How much does Gill Capital Partners manage?",
      "a": "Gill Capital Partners reports $862,369,047 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gill Capital Partners' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Gill Capital Partners serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Gill Capital Partners use?",
      "a": "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."
    },
    {
      "q": "Does Gill Capital Partners 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/14559"
    },
    {
      "q": "What changed in Gill Capital Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 11 to 10."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 520388280.0,
      "total_employees": 18,
      "filing_date": "2021-08-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 644515348.0,
      "total_employees": 19,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 590256647.0,
      "total_employees": 19,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 717903721.0,
      "total_employees": 18,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 790007641.0,
      "total_employees": 18,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 862369047.0,
      "total_employees": 17,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 10."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "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…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (plan design and implementation)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $10,000 (Financial Planning services)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (portfolio accounting, business consulting, due diligence…)"
        ],
        "quotes": [
          "The hourly fee can be up to $300 per hour, and fixed fees can range up to $25,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $25,000 (portfolio accounting, business consulting, due diligence…)"
        ],
        "quotes": [
          "The hourly fee can be up to $300 per hour, and fixed fees can range up to $25,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "plan design and implementation"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "Financial Planning services"
        },
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "portfolio accounting, business consulting, due diligence, development of an investment policy statement, or attendance o"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 25000.0,
          "period": "one_time",
          "service": "portfolio accounting, business consulting, due diligence, development of an investment policy statement, or attendance o"
        }
      ]
    },
    "quotes": [
      "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.",
      "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",
      "The hourly fee can be up to $300 per hour, and fixed fees can range up to $25,000.",
      "The hourly fee can be up to $300 per hour, and fixed fees can range up to $25,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/gill-capital-partners-denver-co-14559.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 239,
      "fewer_than_5": false,
      "raum": 97242338.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 195,
      "fewer_than_5": false,
      "raum": 564864496.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 30944345.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 99075005.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 19295774.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 28886690.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 21934498.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": true,
      "raum": 125901.0
    }
  ],
  "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/14559",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}