Causey Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to individuals, trusts, estates, foundations, corporations and pension/profit-sharing plans; the firm reports managing about $393 million for roughly 185 clients and operates with a four-advisor team. Engagements may be billed as asset-based management fees, flat retainer arrangements, or hourly charges, and the firm manages both discretionary and non-discretionary accounts.
The firm’s process begins with a Personal Financial Plan or Capital Sufficiency Analysis and a customized Investment Policy Statement that sets a targeted real rate of return, and an internal Investment Committee implements a strategic asset-allocation approach with three- to five-year tactical adjustments. Portfolios lean on liquid instruments such as mutual funds, ETFs, individual equities and fixed income, but the firm also incorporates semi-liquid vehicles (interval and tender offer funds), may manage closely held securities, and will accommodate margin or pledged-asset lines of credit when appropriate.
Several features are less common for a firm of this size: Causey Wealth was formed in 2024 as a spinout from its principals’ prior practice, it provides trustee/co-trustee appointments and litigation/expert witness services, and it discloses specific mitigations for conflicts when supervised persons serve in fiduciary roles (e.g., separate portfolio managers and use of an independent custodian). The brochure also highlights operational and custody considerations that clients may find noteworthy, including Standing Letters of Authorization (SLOAs), the firm’s retention of electronic access to outside accounts, and explicit disclosures about cybersecurity, third-party provider reliance, and key-person risk.
Client services
Expertise
Fee options
Flat-fee retainer for advisory services as agreed upon
$0 - $1,500,000: 1.00% $1,500,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Hourly charges for financial planning, litigation consulting, or trustee services as agreed upon
Minimum fee: $15,000 annually minimum Fee-only: Flat-fee retainer and hourly charges also available as agreed upon in advance
Main office
6400 S. Fiddlers Green Circle, Suite 975
Greenwood Village CO 80111
Advisors at this office
4
Most active in
California · Colorado · New York · Texas
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
Robb S
Series 66
Greenwood Village, CO
Causey Wealth LLC
Robb Stone is a financial advisor at Causey Wealth LLC with 23 years of industry experience. He held positions at Credit Suisse Securities (USA) LLC for 11 years and Causey Demgen Moore Pc for 11 years before joining Causey Wealth in 2024. He holds a Series 66 designation. Causey Wealth LLC offers financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $393 million for about 185 clients, using a strategic asset-allocation approach guided by a customized Investment Policy Statement and an internal Investment Committee.
Stephen W
Series 65
Greenwood Village, CO
Causey Wealth LLC
Stephen Warren is a financial advisor at Causey Wealth LLC with two years of industry experience. He holds the Series 65 designation and previously worked for Causey Demgen & Moore PC for eight years. Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting for individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $393 million for about 185 clients, using a strategic asset-allocation approach with customized Investment Policy Statements and offers both discretionary and non-discretionary account management.
Timothy I
CFA®, Series 63
Greenwood Village, CO
Causey Wealth LLC
Timothy Itin is a CFA® charterholder associated with Causey Wealth LLC in Greenwood Village, CO. He has over a decade of experience in the financial industry, including twelve years at Northside Capital Management prior to joining Causey Wealth in 2025. Causey Wealth LLC provides financial planning, investment advisory, trust and trustee services, and litigation support to individuals, trusts, estates, foundations, corporations, and pension and profit-sharing plans. The firm serves both individual and high-net-worth clients, focusing on customized Investment Policy Statements and a strategic asset allocation approach that incorporates both liquid and semi-liquid investment vehicles.
Nathanael K
Series 63, Series 65
Greenwood Village, CO
Causey Wealth LLC
Nathanael Koch is a financial advisor at Causey Wealth LLC in Greenwood Village, CO, with 22 years of industry experience. He holds Series 63 and 65 licenses and previously worked at Causey Demgen & Moore PC for 17 years before joining Causey Wealth in 2024. Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $393 million for about 185 clients and employs a strategic asset-allocation approach with a customized Investment Policy Statement tailored to each client.
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