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MARK GILLAM ENTERPRISES
CRD 108632File 801-60067
APPROVED
Retail clients
Custody
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$210.3M
Below cohort median (national)
Discretionary AUM
$7.6M
Non-discretionary $202.7M
Clients
111
546 accounts
Employees
6
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 8, 2001
- Principal office
- 8008 SACRAMENTO STREET, FAIR OAKS, CA, 95628
- Phone
- 916-961-2200
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $210.3M
- Discretionary AUM
- $7.6M
- Non-discretionary AUM
- $202.7M
- Discretionary accounts
- 118
- Non-discretionary accounts
- 428
- Total accounts
- 546
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $9.1M |
| High net worth individuals | 39 | $177.2M |
| Pension and profit sharing plans | Fewer than 5 | $4.8M |
| Individuals (other than high net worth individuals) | 69 | $19.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — A NEGOTIATED % OF ATHLETE'S ANNUAL COMPENSATION REC'D FROM TEAM
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.