CASILIO LEITCH INVESTMENTS

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Client assets under management

$256,000,000

Clients

220

0% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

110

Very High

Average account size

$1,163,636

About

Casilio Leitch Investments provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. The firm delivers portfolio oversight through client-selected custodial broker‑dealers and furnishes written quarterly reports as part of its service.

Portfolio construction combines a top‑down evaluation of the global economic landscape with bottom‑up security analysis and relies on Modern Portfolio Theory to guide diversification; an Investment Policy Statement is used to document objectives and constraints. Accounts are managed under a limited power of attorney on a discretionary basis, with ongoing account reviews and reporting to clients.

Distinctive features include a general $1,000,000 account minimum (which the firm may waive), positioning the practice toward larger household portfolios compared with many team firms that primarily serve non‑HNW individuals. The firm integrates planning into asset management without separate planning fees, routinely recommends institutional custodians (such as Fidelity) and uses their platform and research resources, and does not offer proxy‑voting or performance‑based fee arrangements.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Percentage

1% annually, flat fee or as negotiated

Other

Account minimum: $1,000,000 Fee-only: 1% annual fee or as negotiated; no commissions or sales charges accepted

Main office location

CASILIO LEITCH INVESTMENTS

1990 N.California Blvd, Suite 830

Walnut Creek CA 94596, United States

Number of offices

Most active in

California · Utah

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 925-448-2215

Advisors at this firm

Corey C

Series 66

Walnut Creek, CA

CASILIO LEITCH INVESTMENTS

Corey Casilio is a financial advisor with Casilio Leitch Investments, holding a Series 66 designation and 23 years of industry experience. He has been with Casilio Leitch Investments since 2014, where he works as part of a four-advisor team. Casilio Leitch Investments provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. The firm employs a portfolio construction approach that combines top-down global economic analysis with bottom-up security selection, guided by Modern Portfolio Theory, and serves primarily larger household portfolios with a general account minimum of $1,000,000.

Wealth management

William L

Series 66

Walnut Creek, CA

CASILIO LEITCH INVESTMENTS

William Leitch is a financial advisor at Casilio Leitch Investments with 20 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Casilio Leitch Investments provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. The firm combines top-down global economic analysis with bottom-up security selection, using Modern Portfolio Theory to guide diversification and managing accounts on a discretionary basis with quarterly reporting.

Wealth management

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