CRD: 124490
Gilliland Investment Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2003
- Office Locations
- 1
Office Locations
About Gilliland Investment Management, Inc.
Gilliland Investment Management, Inc. is a Canyon-based RIA. The firm has been operating for 23 years. Managing $49.6M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 86 clients, or 86 clients per representative. That equates to $576.4K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
MARK EDWARD GILLILAND
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4613932
- Ownership
- 75% or more
Kaye Gilliland
Director
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,568,398 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,568,398 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Gilliland Investment Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.