Causey Wealth LLC

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Client assets under management

$393,201,010

Clients

185

48% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,125,411

About

Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to individuals, trusts, estates, foundations, corporations and pension/profit-sharing plans; the firm reports managing about $393 million for roughly 185 clients and operates with a four-advisor team. Engagements may be billed as asset-based management fees, flat retainer arrangements, or hourly charges, and the firm manages both discretionary and non-discretionary accounts.

The firm’s process begins with a Personal Financial Plan or Capital Sufficiency Analysis and a customized Investment Policy Statement that sets a targeted real rate of return, and an internal Investment Committee implements a strategic asset-allocation approach with three- to five-year tactical adjustments. Portfolios lean on liquid instruments such as mutual funds, ETFs, individual equities and fixed income, but the firm also incorporates semi-liquid vehicles (interval and tender offer funds), may manage closely held securities, and will accommodate margin or pledged-asset lines of credit when appropriate.

Several features are less common for a firm of this size: Causey Wealth was formed in 2024 as a spinout from its principals’ prior practice, it provides trustee/co-trustee appointments and litigation/expert witness services, and it discloses specific mitigations for conflicts when supervised persons serve in fiduciary roles (e.g., separate portfolio managers and use of an independent custodian). The brochure also highlights operational and custody considerations that clients may find noteworthy, including Standing Letters of Authorization (SLOAs), the firm’s retention of electronic access to outside accounts, and explicit disclosures about cybersecurity, third-party provider reliance, and key-person risk.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management Private / alternative investments

Fee options

Fixed

Flat-fee retainer for advisory services as agreed upon

Percentage

$0 - $1,500,000: 1.00% $1,500,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%

Project-based

Hourly charges for financial planning, litigation consulting, or trustee services as agreed upon

Other

Minimum fee: $15,000 annually minimum Fee-only: Flat-fee retainer and hourly charges also available as agreed upon in advance

Main office location

Causey Wealth LLC

6400 S. Fiddlers Green Circle, Suite 975

Greenwood Village CO 80111, United States

Number of offices

Most active in

California · Colorado · New York · Texas

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

LinkedIn Website 3036729876

Advisors at this firm

Robb S

Series 66

Greenwood Village, CO

Causey Wealth LLC

Robb Stone is a financial advisor at Causey Wealth LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Causey Demgen Moore Pc for 11 years before joining Causey Wealth in 2024. Causey Wealth LLC provides financial planning, investment advisory, trust and trustee services, and litigation support to individual and high-net-worth clients, as well as trusts, estates, foundations, corporations, and pension and profit-sharing plans. The firm emphasizes customized Investment Policy Statements and strategic asset allocation with both top-down and bottom-up research, managing approximately $332 million in assets across about 148 client relationships.

Wealth management Passive / index investing Active portfolio management Private / alternative investments

Stephen W

Series 65

Greenwood Village, CO

Causey Wealth LLC

Stephen Warren is a Series 65-licensed advisor with Causey Wealth LLC, bringing one year of industry experience. He previously worked at Causey Demgen & Moore PC for eight years. Causey Wealth LLC provides financial planning, investment advisory, trust and trustee services, and litigation support to individuals, trusts, estates, foundations, corporations, and pension and profit-sharing plans. The firm serves both individual and high-net-worth clients, focusing on customized investment policy statements and strategic asset allocation with a three- to five-year outlook.

Wealth management Passive / index investing Active portfolio management Private / alternative investments

Timothy I

CFA®, Series 63

Greenwood Village, CO

Causey Wealth LLC

Timothy Itin is a CFA® charterholder associated with Causey Wealth LLC in Greenwood Village, CO. He has over a decade of experience in the financial industry, including twelve years at Northside Capital Management prior to joining Causey Wealth in 2025. Causey Wealth LLC provides financial planning, investment advisory, trust and trustee services, and litigation support to individuals, trusts, estates, foundations, corporations, and pension and profit-sharing plans. The firm serves both individual and high-net-worth clients, focusing on customized Investment Policy Statements and a strategic asset allocation approach that incorporates both liquid and semi-liquid investment vehicles.

Wealth management Passive / index investing Active portfolio management Private / alternative investments

Nathanael K

Series 63, Series 65

Greenwood Village, CO

Causey Wealth LLC

Nathanael Koch is a financial advisor at Causey Wealth LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Causey Demgen & Moore Pc since 2007. Causey Wealth LLC provides financial planning, investment advisory, trust and trustee services, and litigation support to individuals, trusts, estates, foundations, corporations, and pension and profit-sharing plans. The firm serves both individual and high-net-worth clients, focusing on customized Investment Policy Statements and a strategic asset allocation approach that combines long-term outlooks with short-term tactical adjustments.

Wealth management Passive / index investing Active portfolio management Private / alternative investments

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