# Gill Capital Partners

> 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.

- CRD: 14559
- Filed as: GILL CAPITAL PARTNERS
- Legal name: Gill Capital Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/14559
- AdvisorCensus page: https://advisorcensus.com/firm/gill-capital-partners-denver-co-14559

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

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

> 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)

> 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 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 hourly fee can be up to $300 per hour, and fixed fees can range up to $25,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 2006 (19 years)
- Employees: 17 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, KS, MI, MN, NE, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gillinvest.com
- Facebook @GILLCAPITALPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $520,388,280 | 18 | August 17, 2021 |
| October 2022 | $644,515,348 | 19 | March 31, 2022 |
| October 2023 | $590,256,647 | 19 | March 30, 2023 |
| October 2024 | $717,903,721 | 18 | March 29, 2024 |
| October 2025 | $790,007,641 | 18 | March 31, 2025 |
| October 2026 | $862,369,047 | 17 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 10.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gill Capital Partners (CRD 14559): Form ADV filing data as of October 2026.