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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-03-2020
- Office Locations
- 1
Office Locations
About Peconic Asset Planning
Peconic Asset Planning is a Riverhead, NY-based registered investment adviser providing financial planning, asset management, and insurance guidance for individuals and entrepreneurs. The firm emphasizes asset allocation using vehicles such as ETFs and mutual funds, with access to alternative strategies where appropriate. Custodied at Charles Schwab, led by a principal who also serves as CCO, and backed by 25 years of industry experience.
Reported data analysis
What the numbers show
Between January 20, 2025 and January 27, 2026, reported AUM increased 34.9%, from $47.9M to $64.6M.
Across 5 reported observations, AUM increased 107.8% between June 8, 2022 and January 27, 2026, from $31.1M to $64.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 206 clients, or 206 clients per representative. That equates to $313.5K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
GILBERT ALAN CARDILLO
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #1110960
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,590,865 | $313,548 |
| Non-Discretionary | $0 | -- |
| Total | $64,590,865 | $313,548 |
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Separately Managed Accounts
SMA allocation detail is available
Peconic Asset Planning has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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