Causey Public Finance is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 25, 2026, reports $431M in regulatory assets under management, 16 employees, 1 office, and 65 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentGovernment represent 64.7% of total clients.
Top client categories% of clientsClients
1
Government
64.7%
11
2
HNWI
35.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$431Mas of March 25, 2026
Discretionary46.2%
$199M
46% of total RAUM46.2%
Non-discretionary53.8%
$232M
54% of total RAUM53.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$431M
Total Accounts65
10Y AUM Change$-939M (-68.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee1:1
10Y Employee Change+1 (+6.7%)
* 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.