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DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515 · SEC 801-123723
2600 WEST JACKSON, MUNCIE, IN, 47303, United States
Phone
765-281-0012
Fax
765-281-9287
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.7M
Discretionary AUM
$186.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 373 | $95.8M |
| High net worth individuals | 65 | $81.1M |
| Pension/profit sharing plans | 6 | $5.3M |
| Charitable organizations | 10 | $4.0M |
| Corporations/business entities | 3 | $391K |
States served
IN, LA, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD