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GILMAN HILL ASSET MANAGEMENT, LLC
CRD 143970File 801-67941
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.24B
Above cohort median (national)
Discretionary AUM
$1.24B
Clients
299
648 accounts
Employees
10
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 5, 2007
- Principal office
- 220 ELM STREET, NEW CANAAN, CT, 06840
- Phone
- 203-571-0225
- Website
- HTTPS://WWW.GILMANHILL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.24B
- Discretionary AUM
- $1.24B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 648
- Non-discretionary accounts
- 0
- Total accounts
- 648
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $13.4M |
| Charitable organizations | 10 | $26.3M |
| Other investment advisers | Fewer than 5 | $90.6M |
| High net worth individuals | 255 | $743.9M |
| Pension and profit sharing plans | Fewer than 5 | $8.2M |
| State or municipal government entities | Fewer than 5 | $350.7M |
| Individuals (other than high net worth individuals) | 34 | $10.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 291 | 299 | increased by8 |
| Apr 1, 2026 | AUM | $782,940,311 | $1,244,139,379 | increased by$461,199,068 |
| Apr 1, 2026 | Accounts | 596 | 648 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 237 | 291 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $597,060,615 | $782,940,311 | increased by$185,879,696 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 480 | 596 | increased by116 |
| Mar 1, 2022 | Employees | 8 | 9 | increased by1 |
| Mar 1, 2022 | Clients | 202 | 237 | increased by35 |
| Mar 1, 2022 | AUM | $419,232,038 | $597,060,615 | increased by$177,828,577 |
| Mar 1, 2022 | Accounts | 412 | 480 | increased by68 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GILMAN HILL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GILMAN HILL” may also match similarly-named firms). Confirm identity against each filing.
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.