What Gill Capital Partners does

Gill Capital Partners is an independent, privately held wealth management firm headquartered in Denver, Colorado. The firm is organized as an SEC Registered Investment Adviser (Gill Capital Partners, LLC), is a member of FINRA-SIPC, and clears securities through Hilltop Securities Inc. Following the early 2019 merger with Cherry Street Partners (founded 1986 by Paul Lambert), the firm has operated with approximately 35+ years of client-service history and three Managing Partners (James O'Brien, Leslie Squires Rojas, John Winslow) plus Partner Chad Wanger.

The firm operates two core service lines: Wealth Management for affluent individuals, families, and multi-generational clients, structured around eight integrated disciplines (money management, tax planning, education/college savings, retirement planning, multi-generational/estate planning, insurance planning, charitable giving, and cash management); and Institutional Services, which delivers fixed income management, institutional capital management, and customized portfolio reporting to Colorado municipalities, public entities, and financial institutions. Products are delivered as services rather than as a proprietary software platform; client account access is provided through third-party portals (Encompass and Black Diamond), with backup custodian arrangements in place with Charles Schwab and TD Ameritrade for business continuity.

Revenue is generated through recurring advisory fees on assets under management across both the wealth and institutional channels; fee schedules are not publicly disclosed. Client acquisition is overwhelmingly referral-driven, augmented by an event-based Speaker Series and a Give Back Committee that supports community engagement. The firm has no disclosed AI/ML, proprietary technology platform, or external funding; ownership is a partnership among senior leadership, and the firm serves clients exclusively in the Colorado market.

Name

Gill Capital Partners

Legal name

Gill Capital Partners, LLC

Website

https://gillinvest.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Gill Capital Partners is an SEC-registered independent wealth management firm in Denver, Colorado, offering personalized financial planning for affluent individuals and fixed income/capital management services for Colorado municipalities, public entities, and banks via recurring advisory fees.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management services
• Investment advisory services
• Financial planning
• Institutional fixed income
• Retirement plan services

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: The firm provides customized financial plans and ongoing investment advisory services. Investment Advisory services are offered through Gill Capital Partners, LLC, an SEC Registered Investment Adviser. The firm is also an SEC Registered Investment Advisor, with revenue generated through advisory fees, likely based on assets under management.
2. Fixed Income Management: Fixed income management services for institutional clients including municipalities, public entities, and financial institutions. Securities offered through Gill Capital Partners, LLC, Member FINRA-SIPC.
3. Institutional Services: Institutional investing, institutional capital management, and holistic institutional services for Colorado's municipalities, public entities, and banks, including customized portfolio reporting.

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

Gill Capital Partners is an independent wealth management firm delivering personalized investment advisory and financial planning services to affluent individuals, families, and institutional clients in Colorado. Its core offerings cover eight integrated wealth planning disciplines for individuals and fixed income management plus portfolio reporting for Colorado municipalities, public entities, and banks. Securities and advisory services are offered through Gill Capital Partners, LLC, an SEC Registered Investment Adviser and FINRA-SIPC member.

Product overview

Gill Capital Partners is an independent wealth management firm offering two primary service lines: Wealth Management for individual clients and Institutional Services for Colorado municipalities, public entities, and banks. Wealth Management provides a comprehensive financial planning framework implemented through eight interconnected disciplines (money management, tax planning, education savings, retirement planning, estate planning, insurance planning, charitable giving, and cash management). Institutional Services offers fixed income management and portfolio/investment reporting for institutional clients. The firm is not a technology platform but a service-based advisory practice.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive financial planning and investment management for individual clients, spanning eight integrated disciplines: money management, tax planning, education and college savings, retirement planning, multi-generational and estate planning, insurance planning, charitable giving, and cash management. Delivered to affluent individuals, families, and multi-generational households.
• Institutional Services Institutional investing, capital management, and holistic services for Colorado municipalities, public entities, and banks, including fixed income management, customized portfolio reporting, and avoidance of speculative investments. Securities offered through Gill Capital Partners, LLC, Member FINRA-SIPC.
• Retirement Plan Services Retirement planning services directed by the Director of Retirement Plan Services, with 30+ years of experience helping clients achieve successful retirement outcomes across individual and employer-sponsored contexts.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Six partnerships are on record, tiered minor and core.

• Food for ThoughtminorOthers · 1 January 2026Food for Thought is a Denver-based nonprofit founded in 2012 by Bob Bell with a mission to close the weekend hunger gap for children in Denver. As a 100% volunteer-run organization, Food for Thought supports more than 75 schools across the Denver area. Gill Capital Partners partnered with Food for Thought in 2026 as part of its Give Back Committee initiatives.
• Hilltop Securities Inc.coreTechnology or IntegrationHilltop Securities Inc. serves as the clearing firm for Gill Capital Partners, providing best execution, redundant execution facilities, and order routing for equity and option orders. The firm also backs up important records in a geographically separate area as part of Gill Capital Partners' business continuity plan.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as an alternative custodian and processing partner for Gill Capital Partners in the event of a significant business interruption. Clients can contact Schwab directly for securities transactions, cash disbursements, and security transfers.
• TD AmeritradecoreTechnology or IntegrationTD Ameritrade serves as an alternative custodian for Gill Capital Partners in the event of a significant business interruption, providing securities transaction processing, cash disbursements, and security transfer capabilities.
• Encompass (Emaplan)coreTechnology or IntegrationEncompass (Emaplan) is the wealth management platform providing client account access for Gill Capital Partners clients. Clients log in through the firm's client portal.
• Black Diamond (BDReporting)coreTechnology or IntegrationBlack Diamond (bd3.bdreporting.com) is the portfolio reporting and account management platform used by Gill Capital Partners for client account access.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth planning, institutional services, and family-office-style offerings. Closely comparable in product breadth (financial planning, institutional consulting) and is a known active acquirer of similarly positioned independent advisory firms.
• CAPTRUST: Independent RIA with a strong institutional/retirement plan focus alongside private wealth. Closely comparable to Gill's dual wealth + institutional business model and its emphasis on serving corporate, public, and institutional clients.
• PFM Asset Management: Specialist advisor focused on public-sector fixed income, institutional portfolio management, and reporting for municipalities and public entities. Directly comparable to Gill's institutional fixed income book for Colorado municipalities, public entities, and banks.
• Carson Group: Independent wealth management firm offering comprehensive financial planning, investment management, and institutional services to advisors and clients. Comparable in offering breadth, holistic planning approach, and active RIA roll-up strategy.
• Foster Group: Fee-only independent RIA offering comprehensive financial planning and institutional services. Closely comparable mid-size independent RIA with a holistic planning framework and a focus on serving both individual and institutional clients.
• Buckingham Strategic Wealth: Independent, fee-only RIA providing comprehensive financial planning, investment management, and institutional services. Closely comparable in product mix (eight-discipline-style planning), fee model, and advisor-led service model.
• Kovack Advisors: Independent RIA offering wealth management, financial planning, and institutional services to individuals, families, and institutions. Comparable as a mid-sized independent advisory firm with a dual wealth/institutional book and similar SEC-registered RIA structure.

Broad incumbents

• D.A. Davidson Companies: Large regional employee-owned financial services firm with a strong wealth management and institutional presence in the Western U.S. Comparable in geographic and product overlap, though operating at significantly larger scale and as a broker-dealer/RIA hybrid.
• Edward Jones: Large national financial services firm with a substantial RIA and wealth management practice serving individuals, families, and institutions. Comparable in core offering (financial planning, investment advisory, fixed income for institutions), though it operates at a vastly larger scale and with a different distribution model.

Emerging players

• SageView Advisory Group: Independent RIA specializing in retirement plan advisory and wealth management for corporate and public entities. Comparable in its retirement plan and institutional emphasis that overlaps with Gill's institutional fixed income and retirement plan services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/gillinvest

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gill Capital Partners