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Dino Zepcan

Investment adviser representative at Causey Public Finance
10 yearsExperience
1 stateRegistered in
$430.9MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Causey Public Finance, LLCAug 2024 to now
  2. Causey Demgen & Moore P.C.Apr 2016 to Aug 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CO).

Causey Public Finance

Legal name: Causey Public Finance LLC

$430.9MAssets managed
17Clients
1Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7963487
Firm CRD
332123
Advisor's SEC record (opens in a new tab)
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