GILL CAPITAL PARTNERS
SEC RegisteredHelping clients grow and protect their assets
About the firm
Gill Capital Partners is an independent wealth management firm providing customized solutions to grow and protect client assets. Their unique transparent and team-based approach builds strong client relationships while delivering an exceptional client experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and institutional services delivered through eight financial disciplines: money management, tax planning/preparation/services, education and college savings plans, retirement planning, multi-generational and estate planning, insurance planning, charitable giving, and cash management. Services are built on a custom financial plan as the foundation.
Who they serve
Individual clients and institutional clients seeking customized wealth management solutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 239 | $97M |
| High Net Worth Individuals | 195 | $565M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 1 | $31M |
| Charitable Organizations | 26 | $99M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GILL CAPITAL PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.