Gill Capital Partners, LLC
Gill Capital Partners, LLC is an independent investment adviser and broker-dealer based in Denver, Colorado. Founded in 1984, the firm provides investment management and financial planning services to individuals, high net worth clients, charitable organizations, pension and profit-sharing plans, and other institutional clients. As of March 2025, Gill Capital Partners manages $790 million in assets and employs approximately 18 professionals, with a balanced mix of investment advisers and brokers.
Investment Strategy
Gill Capital Partners focuses on tailored investment and asset allocation strategies for individual and institutional clients. Its approach emphasizes diversified portfolio construction across equities, municipal and taxable fixed income securities, and alternative assets. The firm seeks to balance risk and return based on each client’s profile, leveraging a disciplined research process and long-term investment perspective. Gill Capital is well-versed in direct equity ownership, municipal and taxable bond management, and offers custom solutions for charitable entities and retirement accounts.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD GROWTH ETF | 6.10% | $19.0M | 43,276 | $275.85 | $438.40 | +$3.3M |
S SCHG | SCHWAB US LARGE CAP GROWTH ETF | 4.92% | $15.3M | 523,945 | $11.15 | $29.21 | +$2.0M |
K KR | KROGER CO COM | 4.62% | $14.3M | 200,020 | $52.20 | $71.73 | +$808.1K |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.49% | $13.9M | 244,534 | $46.98 | $57.01 | +$1.8M |
V VTV | VANGUARD VALUE ETF | 4.43% | $13.8M | 77,867 | $147.47 | $176.74 | +$571.4K |