CASILIO LEITCH INVESTMENTS
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Casilio Leitch Investments provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. The firm delivers portfolio oversight through client-selected custodial broker‑dealers and furnishes written quarterly reports as part of its service.
Portfolio construction combines a top‑down evaluation of the global economic landscape with bottom‑up security analysis and relies on Modern Portfolio Theory to guide diversification; an Investment Policy Statement is used to document objectives and constraints. Accounts are managed under a limited power of attorney on a discretionary basis, with ongoing account reviews and reporting to clients.
Distinctive features include a general $1,000,000 account minimum (which the firm may waive), positioning the practice toward larger household portfolios compared with many team firms that primarily serve non‑HNW individuals. The firm integrates planning into asset management without separate planning fees, routinely recommends institutional custodians (such as Fidelity) and uses their platform and research resources, and does not offer proxy‑voting or performance‑based fee arrangements.
Client services
Expertise
Fee options
1% annually, flat fee or as negotiated
Account minimum: $1,000,000 Fee-only: 1% annual fee or as negotiated; no commissions or sales charges accepted
Main office
1990 N.California Blvd, Suite 830
Walnut Creek CA 94596
Advisors at this office
2
Most active in
California · Utah
Also doing business as
Casilio Leitch Investments · Casilio Leitch Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Corey C
Series 66
Walnut Creek, CA
CASILIO LEITCH INVESTMENTS
Corey Casilio is a financial advisor with Casilio Leitch Investments, holding a Series 66 designation and 23 years of industry experience. He has been with Casilio Leitch Investments since 2014, where he works as part of a four-advisor team. Casilio Leitch Investments provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. The firm employs a portfolio construction approach that combines top-down global economic analysis with bottom-up security selection, guided by Modern Portfolio Theory, and serves primarily larger household portfolios with a general account minimum of $1,000,000.
William L
Series 66
Walnut Creek, CA
CASILIO LEITCH INVESTMENTS
William Leitch is a financial advisor at Casilio Leitch Investments with 20 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Casilio Leitch Investments provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. The firm combines top-down global economic analysis with bottom-up security selection, using Modern Portfolio Theory to guide diversification and managing accounts on a discretionary basis with quarterly reporting.
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