John Davenport Beaty

Gill Capital Partners

4 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth

Gill Capital Partners

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

499 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$790.0M

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Minimum Annual Fee:$9,500

Location

4582 S. Ulster St., Suite 1400, Denver, CO, 80237

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Gill Capital Partners

December 2024 - Present · 1 yr 2 mos

Gill Capital Partners, LLCBroker

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Robinhood Financial, LLCBroker

April 2020 - August 2022 · 2 yrs 4 mos

Raymond James & Associates, INC.

December 2019 - March 2020 · 3 mos

Raymond James & Associates, INC.Broker

August 2019 - March 2020 · 7 mos

State Registrations2 states

CACO

AdvisorBrokerBoth

Exams

No exam information available for this advisor.