A complete list of active advisors currently associated with Causey Wealth LLC

Warmer can help you find a great advisor at Causey Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Causey Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.