GILL CAPITAL PARTNERS

Overview

Gill Capital Partners operates as a hybrid wealth manager and broker-dealer that combines advisory portfolio management with brokerage and insurance distribution. The firm targets both individual and family clients as well as institutional accounts, offering financial planning, discretionary portfolio management across individual and pooled vehicles, pension consulting and selection of third‑party advisers, and educational seminars. Its fee model is flexible — charging a percentage of assets under management alongside hourly and fixed fees, and it also generates commission-based revenue through brokerage activity. Investment activity skews toward public equities accessed primarily through exchange-traded vehicles, but the firm also acts as a capital allocator into private market strategies via third‑party managers. Gill Capital Partners runs at least one pooled vehicle they advise and integrates insurance products and annuities into client solutions where appropriate. They present a practice that blends custody-based ETF and stock strategies with selective allocations to alternatives and specialist external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices