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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-21-1985
- Office Locations
- 5
Office Locations
About Gill Capital Partners, LLC
Gill Capital Partners is an independent wealth management firm offering customized wealth management and institutional services to help clients grow and protect assets. The firm emphasizes a transparent, team-based approach. It supports both retail and institutional relationships and allocates portfolios with meaningful ETF and public fund exposure, with custody through Charles Schwab and Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JAMES ROBERT O'BRIEN
Manager, Managing Partner
- CRD
- #1594632
- Ownership
- Less than 5%
LESLIE SQUIRES ROJAS
Chief Compliance Officer, Finop
- CRD
- #4046779
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Marcos Rafael Alvarez
--
- CRD
- #7713647
John Davenport Beaty
Portfolio Analyst, Trader
- CRD
- #6931686
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $862,369,047 | $557,086 |
| Non-Discretionary | $0 | -- |
| Total | $862,369,047 | $557,086 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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