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- Custodian
- Jackson National Life ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Capital vectorCapital harbor
- Established Date
- 11-01-2016
- Office Locations
- 1
Office Locations
About David P. Gilliam & Associates, Inc.
David P. Gilliam & Associates is an independent advisory firm based in Muncie, Indiana, serving individuals and families locally and in other states with retirement-focused financial planning, education, and ongoing investment guidance. The team builds diversified, asset-allocation portfolios using primarily ETFs and mutual funds and can incorporate estate and insurance planning as needed. Offers a tech-enabled online platform alongside personal advice.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID PAUL GILLIAM
Chief Compliance Officer
- CRD
- #1461865
- Ownership
- 50% but less than 75%
KAREN KAY GILLIAM
Partner
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Samuel E Campbell
--
- CRD
- #7533772
CHAD M GILLIAM
Senior Manager
- CRD
- #4867407
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,693,547 | $325,818 |
| Non-Discretionary | $0 | -- |
| Total | $186,693,547 | $325,818 |
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Separately Managed Accounts
Total SMA Asset: $186,693,547
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,365,082,816 | 29.5% |
| Public Funds | $1,300,299,225 | 28.1% |
| Cash | $976,381,269 | 21.1% |
| U.S. Government/Agency | $985,636,067 | 21.3% |
| Total | $4,627,399,377 | 100.0% |