Causey Public Finance Llc
- Regulatory AUM
- $431M
- Discretionary
- $199M
- Clients
- 17
- Avg AUM / client
- $25.3M
- Accounts
- 65
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $8.0M | 1.85% |
| State or municipal government entities | 11 | $423M | 98.2% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Borer, Heath, Alan | Member | Jul 2024 (2y) | 25% – 50% | |
| Dino Zepcan | Member & Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Glasso, William, Douglas | Member | Jul 2024 (2y) | Less than 5% | |
| Greaser, Justin, Michael | Member | Jul 2024 (2y) | 25% – 50% | |
| Andrew Alexander Mathes | Registered representative | Feb 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗