CRD: 173152
Casilio Leitch Investments
$256.0M Total AUM
$256.0M Disc. AUM
24.3% 3Y CAGR
4 Employees
220 ADV. Clients
11 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Meridian
- Established Date
- 11-13-2014
- Office Locations
- 1
Office Locations
1990 N.california Blvd Suite 830 Walnut Creek CA
About Casilio Leitch Investments
Casilio Leitch Investments is a Walnut Creek, CA RIA providing investment advisory, portfolio management and financial planning, with a focus on client education and stewardship. The firm builds goal-based models around a prudently defined strategy and implements portfolios largely using ETFs. Custody is primarily through Fidelity/NFS.
Team overview
49 AVG AGE
$64.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Summit Fusion Capital timber Capital Optima Foundation Meridian Bridge pioneer Alpha atlas
Client Personas
Glacier Insight catalyst
Custodian
Catalyst ridge Unison Capital Peak Optima Frontier Delta
Investment Themes
Pioneer meridian Insight Foundation insight Ridge bridge
Investment Vehicles
Quantum matrix Bridge element
Services
Vertex matrix Timber bridge Alpha zenith Focus Element Eagle
Technology
Meridian glacier
Owner & Executives
C
COREY CHARLES CASILIO
Founder, Managing Member, Portfolio Manager
- CRD
- #4560030
- Ownership
- 50% but less than 75%
(889) 535-1539
frontier.ridge@timbercapital.com
in linkedin.com/in/vector-alpha
WILLIAM ELTON LEITCH
Chief Compliance Officer, Founder, Managing Director, Managing Member, Partner
- CRD
- #4742382
- Ownership
- 50% but less than 75%
(765) 834-1991
harbor.pioneer@embercapital.com
in linkedin.com/in/vital-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,000,000 | $644,836 |
| Non-Discretionary | $0 | -- |
| Total | $256,000,000 | $644,836 |
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Separately Managed Accounts
Total SMA Asset: $256,000,000
Equity - Exchange:
17.2% Cash:
19.9% Private Funds:
44.2% U.S. Government/Agency:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $212,882,798 | 17.2% |
| Cash | $246,300,446 | 19.9% |
| Private Funds | $547,059,283 | 44.2% |
| U.S. Government/Agency | $231,448,158 | 18.7% |
| Total | $1,237,690,685 | 100.0% |