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| Keyboard |
| David P Gilliam & Associates Inc
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|---|---|
| CRD # | 285515 |
| SEC # | 801-123723 |
| CIK # | |
| AUM | 186.7 M (2026-06-17) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 765-281-0012 |
| Address | 2600 West Jackson Muncie, IN 47303 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 95.8 |
| (b) Individuals (high net worth individuals) | 65 | 81.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 5.3 |
| (h) Charitable organizations | 10 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 573 | 186.7 |
| By Discretionary | ||
| Discretionary | 573 | 186.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 573 | 186.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.7 | |
| Total | 573 | 186.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ERISA Advisers Inc
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Fjell Capital LLC
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|
Public Equity Partners LLC
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|
Dutch Asset Corporation
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|
Axecap Investments LLC
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|
Advocate Investing Services LLC
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|
Alvin Clay Financial Advisors LLC
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PA | 186.6 M |
|
Block Wealth Management Inc
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|
186.5 M | |
|
Retirement Advisors LLC
✚
|
TX | 186.4 M |
|
Granite Financial Group LLC
✚
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