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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-21-1985
- Office Locations
- 4
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 9.2%, from $790.0M to $862.4M.
Across 5 reported observations, AUM increased 33.8% between March 31, 2022 and March 31, 2026, from $644.5M to $862.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 483 clients, or 48.3 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 4 reported office locations and 41 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Gill Capital Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 16 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
SMA allocation detail is available
Gill Capital Partners, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Gill Capital Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.