GILL CAPITAL PARTNERS, LLC

CRD

14559

SEC file #

801-67301

EIN

840920092

DBA names

Gill Capital Partners

Economics

AUM

$862.4M

AUM band

$500M-$1B

AUM trajectory

'20 · $246.6M

'21 · $493.3M

'22 · $520.4M

'23 · $644.5M

'25 · $790.0M

'26 · $862.4M

'20'26

$246.6M → $862.4M▲ +250%

sec adv history

Client mix

Individuals Other	239
Individuals High Net Worth	195
Pension Profit Sharing Plans	26
Corporations	13
Charitable Organizations	4

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 9 advisors

'22 · 11 advisors

'23 · 11 advisors

'25 · 11 advisors

'26 · 10 advisors

'20'26

7 advisors → 10 advisors▲ +43%

sec adv history

Primary office

DENVER CO

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

gillinvest.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

OBW, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

OBW, LLC

O'BRIEN CAPITAL MANAGEMENT, INC.

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

GILLINVEST.COM

Rdap Domain Creation Date

2003-12-18T22:31:38Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

8,989

Form 5500 Compensation Trajectory 3y

2025

8,989

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

8,989

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000729563

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2002-03-04

Edgar Last Filing Date

2026-04-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-13

Accession0000729563-26-000003

Edgar Former Names

GILL CAPITAL PARTNERS

GILL AND ASSOCIATES, INC.

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Interactive Brokers	2

adv brochure

Edgar Addresses

Mailing

4582 S ULSTER STREETSUITE 1400DENVER, CO 80237

Business

4582 S ULSTER STREETSUITE 1400DENVER, CO 80237

Edgar EIN

840920092

Edgar Recent Filings

13F-HR2026-04-13 · 0000729563-26-000003

X-17A-52026-03-31 · 0000729563-26-000002

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-12-18T22:31:38Z

Rdap Domain Last Changed

2025-11-18T07:35:41Z

Rdap Nameservers

Dns101.register.comDns102.register.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate