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CAUSEY PUBLIC FINANCE

· CRD 332123 · IAPD ↗ · causeypf.com · 720-669-3358

$430.9MRegulatory AUM
2Advisory reps
16Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — CAUSEY PUBLIC FINANCE shrank from 10 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
April 2025 — CAUSEY PUBLIC FINANCE reported RAUM down 70% ($1.37B -> $415.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
100
September 2024 — CAUSEY PUBLIC FINANCE (location n/a) is newly SEC-registered with $1.37B RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.