CRD: 171397
Gillikin Advisors Limited
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- Custodian
- --
- Clients
- Retail
- Platforms
- Timber insightFocus optima
- Established Date
- 09-19-2014
- Office Locations
- 1
Office Locations
About Gillikin Advisors Limited
Gillikin Advisors Limited (Capital Choice of the Carolinas) is a Dave Ramsey SmartVestor Pro practice led by Ronnie Gillikin. The team delivers education-led financial planning and retirement guidance, including debt reduction, term life insurance, and company retirement plan support. Investment implementation includes ETFs, mutual funds, and annuities. Uses Capital Choice MoneyTrak and MoneyGuidePro, with in-office and virtual meetings across North Carolina.
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Owner & Executives
RICHARD CHARLES GILLIKIN
President
- CRD
- #6344394
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $31,745,543 | -- |
| Total | $31,745,543 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,745,543
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $177,056,266 | 9.9% |
| Other | $375,573,898 | 21.0% |
| Private Funds | $477,515,385 | 26.7% |
| U.S. Government/Agency | $196,729,185 | 11.0% |
| Corporate - Investment Grade | $180,633,160 | 10.1% |
| Municipal Bonds | $380,939,239 | 21.3% |
| Total | $1,788,447,133 | 100.0% |