David P. Gilliam & Associates, Inc.
David P. Gilliam & Associates, Inc. is an SEC-registered mass-market adviser in Muncie, IN with $186.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns David P. Gilliam & Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285515, SEC 801-123723, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $186.7M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- Muncie, IN
- Employees
- 3
- Clients
- 457
- CRD
- 285515
- Ownership
- GILLIAM, KAREN, KAY; GILLIAM, DAVID, PAUL
How much AUM does David P. Gilliam & Associates, Inc. have?
David P. Gilliam & Associates, Inc. reported $186.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns David P. Gilliam & Associates, Inc.?
Disclosed owners and executives of David P. Gilliam & Associates, Inc. include GILLIAM, KAREN, KAY, GILLIAM, DAVID, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.