A complete list of active advisors currently associated with Gill Capital Partners

Warmer can help you find a great advisor at Gill Capital Partners or one who fits your needs even better.

Gill Capital Partners manages roughly $862 million for a mix of individual and institutional clients and offers wealth management, comprehensive financial planning, portfolio management, qualified retirement plan design and advising, tax planning/preparation through engaged CPAs, and additional services such as portfolio accounting and business consulting. The firm also provides held‑away account supervision and serves as an investment adviser to pooled vehicles and other institutional investors. The firm develops individualized investment policies and implements portfolios on both discretionary and non‑discretionary bases, using a range of analytical methods and strategies across public securities, real estate, private securities and alternative investments. Its advisory work is supported by the proprietary Encompass framework and third‑party technology platforms, including Pontera for held‑away accounts and Black Diamond and Schwab for reporting, custody and trade execution, with portfolio reviews conducted periodically. Gill Capital’s combination of roles is distinctive: it is registered as a broker‑dealer and licensed as an insurance agency, its management personnel are registered representatives and insurance agents, and it discloses instances where commissions may be accepted in lieu of advisory fees. The firm also provides institutional services to entities such as banks, credit unions and municipal clients, offers services to unaffiliated advisers, and acts as investment manager and general partner to the Parliament Income Fund, reflecting a broader set of activities than many multi‑team advisory firms.

To learn more about the advisors currently working at Gill Capital Partners, 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.