David P. Gilliam & Associates, Inc.
● SEC registered since 2022CRD 285515SEC# 801-123723Muncie, IN
Reg. AUM
$186.7M
Employees
3
Accounts
573
Location
Muncie, IN
David P. Gilliam & Associates, Inc. assets under management
David P. Gilliam & Associates, Inc. is a registered investment adviser overseen by the SEC based in Muncie, IN. The firm has been registered since 2022. It reports $186.7 million in regulatory assets under management and employs 3 people.
David P. Gilliam & Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Paul Gilliam Control | Shareholder/Cco | 50-75% | 2016 |
| Karen Kay Gilliam Control | Shareholder | 50-75% | 2016 |
Frequently asked questions
How much does David P. Gilliam & Associates, Inc. manage?
David P. Gilliam & Associates, Inc. reports $186.7 million in regulatory assets under management on its Form ADV.
How many employees does David P. Gilliam & Associates, Inc. have?
David P. Gilliam & Associates, Inc. reports 3 employees.
Where is David P. Gilliam & Associates, Inc. located?
David P. Gilliam & Associates, Inc. is based in Muncie, IN and has been SEC-registered since 2022.
Does David P. Gilliam & Associates, Inc. disclose fund performance?
David P. Gilliam & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2600 West Jackson, Muncie, IN 47303 |
| Phone | 765-281-0012 |
| Fax | 765-281-9287 |
| Office hours | 8:00 a.m. To 12:00 p.m. And 1:00 p.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.7M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$186.7Mregulatory AUM
Discretionary $186.7M