WALNUT CREEK, CACRD 173152Latest ADV February 10, 2026
Casilio Leitch Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated February 10, 2026, reports $256M in regulatory assets under management, 4 employees, and 397 accounts.
Assets Under Management
$256M
Employees
4
Offices
--
Total Clients
220
Primary office
WALNUT CREEK, CA
1990 N.CALIFORNIA BLVD, SUITE 830, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
220
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$256Mas of February 10, 2026
Discretionary100.0%
$256M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$256M
Total Accounts397
10Y AUM Change+$127M (+98.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee55:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.